Market Thinking

making sense of the narrative

Browsing:

Month: August 2021

One door closes…

As the twittersphere morphs from being experts on infectious diseases to experts on Geo-politics and ‘The Great Game’, it is worth remembering that it is an assessment of what policy will most likely be enacted by those in a position Read more…


Economics by anecdote

The famous investor Peter Lynch worked on the principle that he invested in ‘things he knew about’ and similarly it often pays to listen to the things around us rather than waiting for them to become ‘official’. WIth that in Read more…


Market Thinker – Digital Health

https://citywireusa.com/professional-buyer/news/the-market-thinker-why-investors-are-logging-on-to-digital-healthcare/a1540875 The latest Market Thinker piece is up over at CitiWIre. We are looking here at Digital Health as an investment theme.


Market Thinking August

The only thing normal about this summer seems to be the seasonality around markets as they increase risk aversion in the face of of light volumes and low liquidity. While we should ignore short-term traders as they try and make Read more…


Opening the ‘blind eye’…

Short Term Uncertainties As Equities and Commodities moved higher, western investors in Chinese VIE structures got a shock as one of the hitherto ignored risks to the sector (change in Chinese policy) suddenly appeared. The other risks – taxation and Read more…