Scottie Scheffler and the ‘happy amateur’ investor
What can investors learn from the distinction between amateur and professional sport?
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Where to for the Price of Oil?
With capex in the energy sector having fallen significantly, oil production will soon start to...
Troubles in Europe through the Perspective of a Stock Picker
Faced with weak economic growth, a lack of effective policy response and a rise in political...
India
From funding more infrastructure projects to introducing a GST, to implementing a nationwide...
Pernod Ricard
Simon Trevett, portfolio manager of the Platinum International Brands Fund, explains what we find...
China Update - January 2015
Slowing economic activity has led the Chinese Central Bank to cut interest rates and promoted the...
Oracle
Oracle is one of the world’s leading software companies, but it has become ‘out of fashion’ with inv
Big Pharma
Although we think of the global drug behemoths as multinational businesses, the fact is that ‘big...
Piaggio
Piaggio, the Italian maker of the iconic Vespa scooter, has been encountering difficult conditions..
Japan Update - January 2015
Scott Gilchrist provides a detailed update on the dislocations that have defined the last three...
Nielsen
Alex Barbi outlines the investment case around Nielsen, the largest consumer behaviour measurement..
Some Chinese Stocks of Interest
Clay Smolinski, portfolio manager of the Platinum Unhedged Fund, takes us through four key Chinese..
Astellas and Daiichi Sankyo
Japanese pharmaceutical companies are going through similar issues as their global peers...
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