
Equities
Articles
13 Apr 2025
Fintech: Transforming Finance, But at What Cost?
Financial technology, better known as fintech, is used to describe new technology that seeks to improve and
automate the delivery and use of financial services. This could be in any area related to finance such as
banking, insurance, investing. Although it’s a relatively new word, fintech is actually nothing new. Technology
has always changed the financial industry. However, the internet, combined with the widespread use of
devices like smartphones and tablets, accelerated the speed of this change in recent years.

2 May 2024
China’s EV industry boom: a threat to Western carmakers?
China's electric vehicle (EV) industry is reshaping the global automotive landscape, challenging traditional market leaders and sparking debates on market dominance. With Chinese manufacturers like BYD leading the charge, backed by robust domestic production and technological prowess, the nation has swiftly become a dominant force in the EV sector. Dive deeper into the insights provided in the article linked below to gain a comprehensive understanding of this transformative phenomenon.

24 Apr 2024
Swisscom's Acquisition of Vodafone Italia: A Game-Changer in Italian Telecomunication Sector
The telecom industry's landscape shifts yet again with Swisscom's acquisition of Vodafone Italia, signaling a seismic change in Italy's telecom sector. This $8.7 billion deal not only bolsters Swisscom's foothold but also reshapes the competitive arena. Stay tuned as analysts and investors delve into the strategic implications and adjustments in the European telecom landscape.

22 Apr 2024
Portfolio Investment Optimization through the application of Risk Parity
Explore the revolution in portfolio management: Risk Parity. Traditionally, investors aimed for the highest possible return within a volatility threshold. But Ray Dalio's team at Bridgewater Associates introduced a game-changer: Risk Parity. By diversifying based on risk rather than dollars, this approach rebalances portfolios for optimal performance.From mitigating downside risk to enhancing returns, delve into the empirical evidence supporting this strategic shift.

18 Apr 2024
Capital One’s Strategic Acquisition of Discover: A Potentially Game-Changer in the Credit Card Arena
Capital One's $35.3 billion acquisition bid for Discover Financial Services signals a seismic shift in the credit card industry, which will challenge the dominance of Visa and Mastercard. As consumers increasingly embrace cashless transactions, this move underscores evolving payment preferences. While the merger holds promises of expanded services for cardholders, concerns about potential monopolistic tendencies and heightened processing fees necessitate close regulatory scrutiny. Yet, amidst the debate, the merger offers prospects for innovation and competition, potentially reshaping the payment landscape.

9 Apr 2024
The Reversal of Japan’s Negative Interest Rate Policy
Japan's Journey from Deflation to Policy Evolution; On March 19th, the Bank of Japan (BOJ) made a pivotal policy shift, marking the end of an era of negative interest rates. As the nation eyes its 2% inflation target, the BOJ's decision to phase out aggressive measures reflects a strategic pivot towards policy normalization. Dive into the intricate dynamics of Japan's economic history, from the 'economic miracles' post-WWII to modern-day monetary experiments.

5 Apr 2024
Newmont Corporation: Strategic and Financial Deep Dive
Unlock the timeless allure of gold with Newmont Corporation. Dive into the history and future of the world’s largest gold mining company, navigating through its journey of innovation, acquisitions, and market resilience. Uncover the potential within this glittering investment opportunity and observe how investing in gold offers a haven amidst economic uncertainties.

3 Apr 2024
Is Italy leading the surge in consumer discretionary goods?
During the first quarter of 2024 Italy led the charge in Europe’s rebound, especially in consumer discretionary spending. Our latest analysis dives into the market trends, showing Italy’s remarkable 25% rise in consumer discretionary stocks within just 3 months. With revised inflation projections and expectations of rate cuts, investors are flocking to Italy’s luxury and automotive industries, propelling the market forward.

