Insights
FAANGS: The sun has set on their days of dominance
FAANGS: The sun has set on their days of dominance
The ‘FAANGs’ (Facebook, Apple, Amazon, Netflix and Google) have been the equity market story of the era, much like the BRICs (Brazil, Russia, India and China) and TMT (technology, media and telecom) defined previous five-to-10-year periods.
FAANGS: The sun has set on their days of dominance
The ‘FAANGs’ (Facebook, Apple, Amazon, Netflix and Google) have been the equity market story of the era, much like the BRICs (Brazil, Russia, India and China) and TMT (technology, media and telecom) defined previous five-to-10-year periods.
The emerging market fallacy
The emerging market fallacy
Over the last decade real EPS at an index level has more than halved in three of the five largest emerging markets. We debunk the myth that faster EPS growth follows faster GDP growth.
The emerging market fallacy
Over the last decade real EPS at an index level has more than halved in three of the five largest emerging markets. We debunk the myth that faster EPS growth follows faster GDP growth.
Growth vs value
Growth vs value
In this feature we examine whether there is any validity to the assumptions that underly the terms ‘growth’ and ‘value’. We find these assumptions wanting.
Growth vs value
In this feature we examine whether there is any validity to the assumptions that underly the terms ‘growth’ and ‘value’. We find these assumptions wanting.
Quality investing
Quality investing
Quality to us is about the business franchise, management and capital structure soundness. We set very high standards for each.
Quality investing
Quality to us is about the business franchise, management and capital structure soundness. We set very high standards for each.
