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Long-Term Wealth Creation Through Investing in Equities – Chapter 04

Long-term investment in equities is the best way to create long term wealth for most people. In the previous chapter, we noted that effective long term equity investing requires a rational, consistent framework for identifying outstanding businesses. Such entities are more likely to compound at a higher rate over a ...

Long-Term Wealth Creation Through Investing in Equities – Chapter 03

Long-term investment in equities is the best way to create long term wealth for most people. We will start this note (the third in the series) with a comment on growth and value which, in our view is a distinction, without a difference. Commentators sometimes talk about Value and Growth ...

Financial Market Review

Equities Market Drifting – Just off all-time highs This was a slightly negative week for global stocks with all major US indices drifting a little lower after hitting all-time highs in the middle of the week The US Corporate quarterly reporting season continues, and many large cap companies have already ...

Financial Market Review

Equities Bitcoin and Chips This was a positive week for global stocks with all major indices hitting all-time highs and February is shaping up to be a positive month. The US Corporate Quarterly Reporting Season is in full flow. As we have noted for the last two weeks, most large ...

From The CIO’s Desk

There is no market revolution. Plus ça Change, Plus C’est La Même Chose (The more things change, the more they stay the same). The global news media has focused on recent events in the US markets where large numbers of individual traders have pushed up stocks in which Hedge Funds ...

Financial Market Review

Equities Stockmarkets had a strong 2020 and valuations are looking very high by historical standards. The very strong rally since March 2020 has clearly lost some of its momentum. This week there were a lot of headlines generated by Day Traders spectacularly pushing up prices in certain stocks in a ...

From The CIO’s Desk

Partying like it is 1999 My son has just turned 21 but he did not have much of a party as he was locked down in a university room. The market, on the other hand, has been partying hard of late and seems to be looking back to December 1999. Current market conditions reminder ...

From The CIO’s Desk

The Outlook for 2021… Reasons to Cheer! 2020 was the year that the world was completely turned upside down by a Global Pandemic and there were very few reasons to be cheerful. Indeed, as I write this the USA announces the highest number of daily deaths and hospitalisations from Coronavirus ...

Chairman’s Desk

A time to heal and time to invest! So finally its done! The rollercoaster of a ride, that was the 2020 US elections has finally come to its end! President-elect, Joe Biden and VP Kamala Harris, will be in White House on January 20, 2021. That along with the announcement of successful trials of ...

Chairman’s Desk

Investing is both a science and an art. Over the last few months, I have been asked umpteen times which way is the market headed? What exactly is going on and when will this madness end? Like most things in life, most journeys do not have short cuts and essentially ...
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