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Author: DDQInvest

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‘Value-Up’ Arrives in China

Are investors overlooking the potential for governance reform in China?...

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Global X 2025 Outlook and Investment Opportunities

The equity market outlook for 2025 reflects the complex interplay...

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Reasons for a Standalone India Allocation in a Global Portfolio

Explore why India’s special characteristics have contributed to equity outperformance...

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Market Monitor – 20 December 2024

Global stock markets sustained heavy losses this week, with post-US...

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UK Stuck Going Gradually, For Now

This week saw inflation move further above the Bank of...

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Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors

Donald Trump’s election victory has brought renewed focus on international...

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Winter Reading

With the holiday season approaching, the Evenlode investment team have...

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EBITDA and The Perils of Tooth-Fairy Investing

Earnings before interest, tax, depreciation and amortisation – or EBITDA...

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Investor Capital can Help Feed a Changing Food System

From sprawling farmlands to bustling factories, the global food industry...

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Passive, Active, and Embracing Markets

Our last two installments focused on why index fund assets...

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