Notes from the Investment Floor: The outlook looks bright for India
Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Zen and the art of stock analysis
The uncomfortable truth for investors is that the future is difficult to predict. So the best strategy is to focus on adaptability, says Brad Slingerlend of NZS Capital.
Notes from the Investment Floor: A ‘profit warning rich’ environment
With volatility spiking, Errol Francis looks at the pressures on markets, as commentary on the economic outlook worsens and the market reacts in indiscriminate fashion.
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Energy shock: looking at both sides of the coin
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.
A reality check of China’s embattled real estate sector: Trip notes
Xuchen Zhang, Credit Analyst, Emerging Market Debt, sheds light on China’s beleaguered property sector after a recent visit. In view of the on-the-ground realities, Alejandro Arevalo, Head of Emerging Market Debt, and Xuchen consider prospective opportunities and potential challenges in the market.