Microsoft Leads The Way
In the recent quarter ending in December, Microsoft experienced its most significant profit surge in over two years, largely due to the rising interest in artificial intelligence which has significantly boosted the demand for its cloud services
Go Deeper (3 min read)Consumers Are More Optimistic
The overall outlook of Americans on the economy has seen a substantial improvement recently.
Go Deeper (3 min read)Investing Idea #7
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
Go Deeper (3 min read)Apple Slows Down In China
In an unusual move, Apple is implementing notable discounts on its products in China, including the most recent iPhone models.
Go Deeper (3 min read)Investing For The Next 10 Years
The narrative surrounding the end of globalization in the wake of COVID-19, particularly concerning China, seems to be more of a misconception than a reality.
Go Deeper (4 min read)
Read on about
Investing Idea #6
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
Go Deeper (3 min read)
December 2023 - Commentary
The U.S. Federal Reserve, traditionally focused on two key mandates - controlling inflation and managing unemployment - has recently signaled a significant policy shift.
Go Deeper (3 min read)
It Is Hard To Avoid China
American companies, under significant pressure to minimize their reliance on China, are progressively shifting towards alternative manufacturing hubs such as Vietnam, Indonesia, and Mexico.
Go Deeper (3 min read)
Eurozone Inflation Cools
In November, inflation in the eurozone decreased more significantly than anticipated, nearing the European Central Bank's target.
Go Deeper (2 min read)
Profits-Led Inflation
Last year's inflation surge was largely driven by exceptional corporate profits, but a notable shift is now occurring as consumers resist, leading to a rapid easing of this pressure.
Go Deeper (2 min read)
Deflation Is Coming Back
Following a notable surge in inflation, Americans are now witnessing a phenomenon absent for the past three years: deflation.
Go Deeper (2 min read)
