Informed analysis and opinion on investment themes and the global economy.
China will soon need a lot more electricity. Though this boosts the renewable energy sector, why are Chinese energy companies still hard to invest in?
Global Equity Analyst Josh Sambrook-Smith discusses the creative disruption of the internet on the gaming industry.
The use of technology to make the healthcare sector more efficient is a growing trend and should be monitored closely.
The US is a country rich with investment ideas, and a recent research trip identified some new areas of interest.
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