Bubbles? What Grantham Is Seeing
Right now, Grantham believes that the stimulus, vaccine optimism and the ongoing economic recovery have enabled investors to buy some time. Yet, serious issues such as rising interest rates, sustained inflation, labor shortages and exploding commodity prices could trigger the next fall.
Go Deeper (2 min read)China's Careful Boost
Friday the People's Bank of China announced that it would cut the reserve requirement ratio (RRR) for all banks by 50 basis points.
Go Deeper (1 min read)Tinkoff, Just Getting Started
TCS Group Holding, which runs Russia's leading online bank (Tinkoff), has become an investor's darling and is considered as a technology and a banking play. Capitalising both on the post-pandemic recovery and on a faster digital transformation in Russia.
Go Deeper (2 min read)Sinch, The "Smaller" Twilio... And A 127% Growth Leader
Sinch is fairly valued at 12 times sales after taking into account its growth rate and profitability. The company is using its profits to take over competitors and boost its growth rate.
Go Deeper (2 min read)5.4% Inflation - Largest Jump In Almost 13 Years
In June, inflation continued its rapid ascend, rising at its fastest pace in nearly 13 years amid an ongoing increase in the cost of used vehicles, food and energy.
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Rising Home Prices And Labour Shortages
With the stock market close to its all-time highs, the wealth effect is starting to form and retail investors are moving some of their gains from the stock market to the housing market.
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SoFi, The Next Meme-Stock?
SoFi recently announced that it would allow users to gain access to the initial public offerings of four Palihapitiya-backed Blank Check companies. Is this the next "Meme-stock"?
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JPMorgan Adds To China
The $1.48 billion JPMorgan Pacific Technology Fund is growing its exposure to tech giants whose valuations have been hit by an antitrust crackdown in China.
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Where To Go From Here?
Yet for many money managers the last few months have felt like anything but a straightforward win. But how are markets responding?
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WeFox Is Raising Funds And Sprinklr Goes Public
WeFox, an insurance technology player based in Germany, raised $650m at a $ 3B valuation. As Lemonade is doing, it seeks to “[tackle] that $5.2 trillion industry that has been stuck in the pre-internet era”.
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Earnings Season Is ON
Offline, value and banking stocks are having their moment in the sun as strong earnings and investor optimism about the re-opening are lifting stocks. However, richly valued tech stocks still fail to reach higher and remain pressured.
Go Deeper (3 min read)
