Investing
Are BYD and CATL Coming to America?
The Trumpian driven news cycle continues to dominate, as reflected in the recent headlines concerning Greenland. Still the all-important issue…
The US is Now One Big Bet on AI
“The US is now one big bet on AI”. This was the headline in an article in the Financial Times…
AI Stock Buyers Beware
It is the strangest of worlds. AI capex mania in the US gets ever more extreme in an American stock…
What’s Going on in Japan?
Japan has been one of the stock markets favoured by this writer. There has recently been some political noise with…
Is More Pain to Come for Indian Stocks From Trump’s 50% Export Tariffs?
27 August was the Ganesh Chaturthi holiday in India. But it was not a happy day in the country in…
Is Trump’s Focus on Low Yields and Low Volatility Good for Your Wallet?
There is no doubt that the Trump administration remains focused on getting the cost of debt servicing down. The strategy…
The Real Sticking Point in China-US Negotiations
The path is set for another Fed rate cut at this week’s meeting on Wednesday following the latest inflation data…
What if Chinese AI Stocks are the Better Value
The view here has been that the US made an all time peak as a percentage of world stock market…
Understanding China’s “Anti-Involution” Campaign
China remains the best example of a country which has not succumbed to the pressure tactics so effectively deployed against…
The Recession That Never Was
The base case remains for a 25bp rate cut by the Federal Reserve in September (i.e. this Wednesday) even though…