AI capex – short term upside, long term questions
Jimmy Su explains what the AI capex boom means for the big tech companies spending the money...
Asia today – AI winners and better mousetraps
What's driving Asian markets? Chips, mousetraps and AI text-to-video.
Japan’s miracle comeback - what investors need to know
Keys to the comeback? Great businesses, physical AI and a crucial role retooling US industry.
China: which way will the swing factors swing?
We review the swing factors in China's economy: property, the consumer, tech and tariffs.
Don't stand in the way of Unstoppable Forces
What are the two economic and geostrategic factors most likely to drive long-term returns?
Idexx: All creatures great and small and profitable
We explain the investment case for Idexx, a company that thrives because we love our pets.
Japanese shares: riding on the shoulders of giants
Which elite Japanese companies are driving the returns of the Platinum Japan Fund?
Korea: the new industrial revolutionary?
Korea’s complex economy is ideally suited to a world reshaped by AI and changing geopolitics.
Is Apple ready for the next platform shift?
Apple has been a winner for both consumers and investors. Could that be about to change?
Investing in moderation - how alcohol companies adapt to a drier world
The best drinks businesses are highly adaptable. That can make them better investments.
Lessons with an investment professional - nine more tips
Douglas Isles' tips explore the hidden dangers of a headline and the power of quality.
Investment lessons with a pro - the front nine
Doug Isles draws on 18 years' experience to talk cliches, hype and the perils of past performance
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