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Previous Stories

Why Sell Great Businesses For The Mediocre?

Sep 28 2021

Bob Desmond, Head of Claremont Global, explains why selling Quality companies for a short-term value ‘advantage’ is not by default the best strategy to follow


Banks (Need To) Go Big On Digital Revolution

Sep 21 2021

With rapid digitalisation a key characteristic of our post-pandemic world, traditional banks are expected to keep pace with global trends. The Asia Pacific banking sector, in particular, appears behind global peers when it comes to digitisation, and a strong shift is needed to retain market share


Beating The Biotech Blues

Sep 14 2021

Janus Henderson’s Andy Acker explains why small and mid-cap biotechs have seriously underperformed, and why a strong recovery could be expected


Investment Strategies For Inflation and Tapering

Jul 14 2021

As equity markets continue to rise, investment managers scan the world for opportunity with an eye on inflation and the commencement of tapering by the US Federal Reserve


China’s Trade With US: Down But Not Broken

Jul 13 2021

While further trade decoupling between China and US/rest-of-world would hurt China the most, there’s no corporate or political appetite for the costs or disruption associated with severing trade with the world’s second largest economy


Spice Up The Portfolio With A Twist Of Mega Caps And Secular Megatrends

Jul 07 2021

US equities offer easier access to mega caps and secular megatrends that have boosted investment returns over the decade past. Shareplicity’s Danielle Ecuyer argues it’s still not too late to hop on board


Africa’s Pivotal Shift Towards Green Energy

Jul 01 2021

A handful of countries on the African continent have the potential to alleviate future shortages of minerals needed to drive green energy solutions, but investment, political, regulatory and infrastructure hurdles linger


Charting A New Course In The Shipping Industry

Jun 09 2021

As 2021 is exposing many of the flaws and fragilities of the global shipping industry, disruption seems but the logical response. However, reforming the industry is far easier said than done


Shrinking China Labour Force Has Global Impact

May 10 2021

China’s labour force is shrinking and the consequences will be global, predicts ANZ Bank


Winners And Losers In A Net Zero China

Apr 28 2021

Serial changes to China’s energy mix, needed to achieve its pledge of reaching peak emissions by 2030 and carbon neutrality by 2060, will create tectonic shifts in commodity markets



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