Graph of the Week –...
Investor sentiment towards Indian equities has improved even as it deteriorates for Chinese equities. As a result, the share of…
01/08/24
Equity
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Graph
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Article
Weekly Market Update – A...
Tech stocks have suffered over the last few weeks, but there is more to this market movement than just a…
30/07/24
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Graph
Graph of the Week –...
The equity market sell-off over the last two weeks has been characterised as the (temporary) demise of the US ‘Magnificent-7’…
26/07/24
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Article
Food for thought – Making...
The food and agriculture sector is central to some of the most pressing challenges facing mankind. This first article in…
22/07/24
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White paper
What impact do sustainability criteria...
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of…
22/07/24
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Graph
Graph of the Week –...
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24