The thoughts that fundamentally shaped our worldview and investment strategy in the last quarter could be summarised with the following: ‘We believe that the high…
Hangya
Menacing shadows, or the decreasing liquidity of the Dollar
According to the performance of the major stock market indices (DAX, Nikkei, S&P 500), we might think that the markets have recovered from the shock,…
Beyond the (Great) wall
Despite a sizable part of the investing community expecting a slowdown in Chinese economic growth, I believe the associated risk is still being underestimated. The…