Recent Posts

  • Investing or gambling? | Fri 12 Mar 2021

    Topic: Market commentary

    How do we distinguish between gambling and investing? It is surely a simple question. Yet the answer is not so straightforward. There are also numerous traps – you must make sure you aren’t in one already, and if you are, you must deal with it head on – and that requires uncomfortable honesty. [read more]

  • Pfizer Monday? More Like Sinopharm Wednesday | Fri 12 Feb 2021

    Topic: Market commentary

    Last week we looked at the Chinese economy at a macro level, and more specifically at how geo-political tensions could potentially impact the World’s quickest growing economy. This week, we take a deeper dive into the fund options in the China sector, where the momentum currently lies, and how the recent vaccine news has impacted these funds. [read more]

  • The Trap – US versus China | Fri 05 Feb 2021

    Topic: Market commentary

    This is not any old trap. It is a trap derived from a stand-off between the two great powers of our time, which will be the most significant global back-drop to our investing for decades to come, up there with climate change. As an investor you don’t need to choose sides in any political or emotional way – but you will need to ensure you are fleet of foot to be a beneficiary, and not a victim. [read more]

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