The depreciation of the British Pound – direct, secondary and tertiary beneficiaries
Trends in the China consumer space where we are actively invested. Also, a look at one of our strongest ideas – WH Group
In a period of distorted financial markets, we focus on volatility and sustainability of cashflows
Government and private sector share buybacks in India: returning cash to shareholders and enhancing their returns
View from our guest contributor: Expected rebound in global nominal GDP growth
Executing share buy backs to create enhanced shareholder value
A look at the tax amnesty scheme and an opportunity in commodities
How countries, industries and companies are dealing with and learning to live with deflation
Correcting general misperceptions of crude oil demand and supply