How Patriotic Is Your Portfolio?
Investment portfolios have historically had a “home bias”. That is, local pension funds and the wealth management industry invest a large chunk at home before looking for diversification abroad.
Latest
Venture: Energy
Currently, it’s all about the energy mix. Heating oil is a heavy product, similar to diesel and jet fuel, where the market is tight.
ChiNext
Other than a few holdings in the funds, ChiNext is the last remaining exposure we have to the tech trade.
Steady Progress, Tokenisation Speeds Up
The short-term price action is encouraging. Looking at the leading tokens, there is a sense of stability playing out.
Over and Above
Today’s recommendation has shifted from a growth stock to a quality stock, with an operating model that supports continued success.
Crunch Time
The war resumes. According to Bloomberg data, one ship passed through the Strait of Hormuz yesterday, while energy prices are rising again.