Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Major developed markets will likely enter a recession
It is my belief that major developed markets economies are going to see a material slowdown and most likely a recession.
Asia Pacific (ex Japan): What’s on our minds
In their latest note, Jason Pidcock and Sam Konrad take a closer look at the latest economic data and news coming from Australia, India and China, as well as the longer-term trends they’re seeing the Asia Pacific (ex Japan) region.
What central banks are saying about gold
Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Reality will bite for central banks
In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Inflation is last year’s problem – but what’s next?
Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?
Australia: Asia Pacific’s overlooked gem?
Jason Pidcock and Sam Konrad take a look at the attractions of Australia as an investment destination. Has it been unfairly overlooked by global investors?
The best that the Asia Pacific region can offer
Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.
US and EU ‘IRA’: made in China?
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.