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overview.opinion
Investing
November 20, 2023
Euphoria!
Let me begin by stating my agreement that the Federal Reserve is unlikely to raise interest rates…
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Opinion
November 13, 2023
Decoding Xi’s ‘Chinese Dream’
China, poised to reclaim its title of a superior civilization, faces scrutiny from fund managers…
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Opinion
November 13, 2023
The overstated impact of AI on productivity growth
If you’re a regular on platforms like X or LinkedIn, you’ve likely encountered those attention…
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Opinion
November 10, 2023
Roadblocks in asset management software procurement
The typical reasons that prompt asset managers to acquire new software often include recommendations…
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Investing
November 8, 2023
Make America Great Again 2.0
In a thought-provoking piece from May 2018, I penned a commentary here titled ‘Make America Great…
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Opinion
November 6, 2023
Firesale in China!
China faces a complex challenge as it aims to further stimulate its economy amidst a relentless…
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Opinion
November 2, 2023
The sustainability bail-out
Ever since the inception of the European Green Deal, ESG (Environmental, Social, and Governance) has…
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Investing
October 30, 2023
Where is the next Silicon Valley Bank?
Interest rates are shooting up and in some cases have reached the highest levels in decades. The…
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Investing
October 24, 2023
Ten old and ten new safe havens
US 10-year yields have risen above 5 per cent. As a result, earnings yield - the inverse of the P/E…
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Sector
October 19, 2023
I do not regret that my crypto investments lost money
It was 2020, and there were countless stories of young investors becoming millionaires overnight by…
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Most recent
Asset Managers
Wall Street’s gateway to the world runs through Luxembourg
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Investing
No easy fix for world’s copper deficit, says industry executive
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Expert Panel
Morningstar: JPMorgan vs. Polar Capital in emerging markets equities
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Opinion
What if your economic memory is too good?
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