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Since before the start of the Russian invasion of Ukraine on February 24th, investors had already begun to adjust from the high-priced growth model of internet-related shares, which powered performance in the last 2 years, to a more value-oriented portfolio of “physical” businesses, such as

Kyiv and Hong Kong

We are watching the Ukraine situation daily and the outcome is still uncertain. The market has reacted sharply on the day of the invasion, February 24th, with gold and oil rising and most shares correcting. It is therefore not clear what the impact on Asia

Oil & Gold Rising: China Outlook

Inflation is now running at 7%, and it remains to be seen if this is a “transitory” trend:  even if supply chains clear, as the pandemic winds down globally, wage rises and commodity prices are still important factors.  Oil is at $87 a barrel ($90

2022 Themes and Forecasts

The global market continues to be buoyant, despite the Omicron variant, with savings and capital flows strong, corporate profits high, and investor sentiment remaining positive – though much more in the USA than in Europe or Asia.  The megatrends in technology are driving innovation and


There is little doubt now about the weather changing and becoming more extreme, but there is still a lot of debate about what, if anything, humanity can do about it collectively.  The consensus is that it will take at least 30 or 40 years to


Dear Colleagues, We have recently been in contact with an investor who is trying to make sense of the current situation between China and its global relationships.   In response, one of our associates put together the following observations, some of which we thought might be


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