Investment Insights

  • Price and Value

    Price & Value “That’s a nice car! How much did you pay for it? I’m sure it’s expensive!” “I can see you spent quite a bit on that new watch of yours, are you sure it’s worth the price?”   How often do we get into conversations like these with regards to our purchases? More […]

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  • UNICORN’S PAST INVESTMENT CALLS

    UNICORN’S PAST INVESTMENT CALLS Any investment adviser who claims to have perfect forecasting ability is not to be trusted; no one knows the future perfectly. But with an alert and robust process for reviewing different investment opportunities as time goes by, a good investment adviser can be right a high percentage of the time. Unicorn […]

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  • The Invisible Hand of the Chinese Central Government

    The Invisible Hand of the Chinese Central Government The Chinese central government has been driving through a series of changes in the country’s financial sector, acting as the invisible hand that steers the country’s growth and manages its risks. We would like to share with you a summary of these changes and our views of […]

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  • Does Volatility Equate Risk?

    Is Volatility the same as Risk? Volatility in the markets mean losing money and taking abig hit as depicted by the dishevelled man in the picture 3 above? Let us see how these two terms are defined: Volatility: An emotional barometer 1 Risk: The probability of loss After reading the two definitions, how has that […]

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  • Interest Rates and Our Investment Calls

    Our view of the World Today: The above table summarises our view of the major world economies in their present state. Let’s go back in time: Since November 2008(1), U.S. had pursued a loose monetary policy in the aftermath of the U.S. subprime mortgage-induced financial crisis that year with a few rounds of Quantitative Easings […]

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  • Oil Opportunities Still Present to Investors

    In the early hours of 23rd January 2015 Friday, Saudi Arabia’s King Abdullah bin Abdulaziz Al Saud has died, and was succeeded by his half-brother Crown Prince Salman on the throne. Oil prices advanced after the announcement of the death by the Saudi Press Agency1. This is due to concerns over possible changes in OPEC […]

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  • What Happened to The Shanghai Composite Index

    On 19th January 2015, the Shanghai Composite Index ended the trading day down 7.7%, the biggest plunge in equity prices in 6 years. This was due to regulators announcing a tightening of margin-lending regulations to rein in record margin lending in China. Policy makers are concerned with the surge in stock purchases using borrowed money, […]

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  • Buying Great Assets For a Song – Are You Ready?

    “An investor needs to do very few things right as long as he or she avoids big mistakes.1” These were the exact words penned by Mr Warren Buffett, Chairman of Berkshire Hathaway, in a letter to its shareholders in 1992. Why would Mr Buffett, arguably one of the greatest investors of all-time, highlight the ‘avoidance […]

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  • Is it time to include gold in your portfolio?

    There are a number of reasons that gold deserves the prudent investor’s attention. 1) Gold as an inflation hedge Gold has traditionally been viewed as a ‘currency’ that preserves its value in the midst of inflation1. The differences between fiat (paper) money and gold are summarised below: Inflation Interest Gains in value when Fiat money […]

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  • Superpower China

    An article published by the Council on Foreign Relations in 2011 about China called it “The Inevitable Superpower”1. Some see the recent numbers pointing to the contrary: China’s GDP showed that it grew 7.4% in the first quarter2, making the growth look like it is on a downtrend from the double-digit growth of the recent […]

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