“Overreliance on narrow definitions of value should be cautioned, but after its tough slog, value’s next innings
might be one of its finest to come”

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“The dilemma for the Fed and investors
is that the next Federal Open Markets Committee meeting is five weeks away, a lifetime for an impatient and at times volatile market.”

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“China’s high savings rate could support a swift recovery in luxury spending if consumer confidence rebounds.”

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“It must be remembered that all interest rate cycles are different, and history is notoriously unreliable in financial forecasting!”

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“A well defined investment process is crucial for managing the behavioural aspects of investing”

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“Higher rental growth is a necessary condition for one to start constructing a bullish case for property, rather than a nice to have”

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“What the weekend’s remarkable US event means is that we should not be so blinkered as to disregard all alternative
scenarios”

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The AI boom is at the heart of this bull market, driving a wave of investment and growth, disruption and productivity, leaving behind those who fail to embrace it

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Successful investing, much like tennis,
is about consistency and repeatability
of good decisionmaking to improve
‘Hit-Ratio’

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“Markets value political stability very highly as investment decisions are viewed with a
long-term lens.-”

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