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We've been hearing more and more about it in the media, it's time to take a closer look. Huawei's meteoric rise globally is coming to a head as the US/China Trade Kerfuffle drags on and we thought it was time to take a closer look at what they are trying to do. Have we seen this type of empire building before? What does it mean for the average investor at the bottom of the world?
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One of the most baffling questions for investors in recent years has been the excessive and, we would say, egregious valuations we have witnessed with growth equities. With some commentary beginning to surface suggesting that value might be on the come back, we give our two cents on the issue.
This week we revisit a favourite topic of ours, further exploring our framework for understanding innovation. This time we focus on the role that necessity plays in creating true paradigm shifts as opposed to the incremental development we often see masquerading as innovation. The answer? Patient capital...
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, looks to his own experience living and working in Hong Kong to place some context around the protests that are causing so much of a disturbance in global markets.
This week we look at nothing new. The lofty valuations we are seeing in the tech space are neither new or unprecedented in a historic context. A paradigm shift like this is simply an opportunity to achieve out sized returns. Just look at the trains...
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