Investment strategies

Liquidity is an important concept in financial markets, but one that is subject to different definitions and interpretations. Liquidity is the ease with which an asset, or financial security, can be changed into ready cash without affecting its market price. Cash is the most liquid asset, while tangible assets, such as housing, are less liquid. A high amount of liquid assets in … [Read more...] about A spotlight on liquidity: money moves markets

The growth and sheer dynamism of the Chinese economy and its stock market continue to offer the potential for attractive returns for active investors in Chinese equities. It has arguably become the most dynamic equity market in the world, with more than 6,500 investable companies listed onshore and offshore. Indeed, China’s equity market capitalisation has increased by some 25 … [Read more...] about Why there’s more to China than just big tech

In moments like these when events are rapidly unfolding and investors struggle to keep up with volatile markets, it is important to step back and ask three crucial questions: … [Read more...] about Banks: The crucial questions

After three years of stringent zero-Covid policies, the Chinese Government finally capitulated in December 2022 and confirmed a decisive pivot to a renewed focus on economic growth as the nation’s top priority. At a corporate level at least the reopening of the economy has been smoother than expected – initial data on both the consumer spend and factory output sides of the … [Read more...] about China – time to buy?

Finance Minister, Michael McGrath’s, recent announcement of a review of the Exit Tax regime has generated some conversation in the investment management world.  This is not the first time a Department of Finance official has indicated that the unpopular regime was under scrutiny and, who knows, perhaps something meaningful will come out of this latest review. The Exit Tax … [Read more...] about CGT or Exit Tax, 33% or 41%, direct Equities or funds