Global Equities

Why Supermicro “could” be a top pick?

Why Supermicro “could” be a top pick?

The arrival of artificial intelligence (AI) into the mainstream has taken the investing world by storm. AI demands vast amounts of data and immense computing power to perform complex tasks. This has led to a rapid escalation of AI-related stocks, with Nvidia (NASDAQ:...

Stock Insights – Three of the best

Stock Insights – Three of the best

With June 30 now in the rear vision window, we suspect your attention has turned to digging up old receipts and preparing your tax returns. For the global fund, the date represents an important milestone to review our performance for the financial year; what went...

BYD’s Relentless Rise Threatens Tesla’s EV Dominance

BYD’s Relentless Rise Threatens Tesla’s EV Dominance

China's journey in vehicle production is a tale of rapid transformation and global ambition. From its early days of manufacturing basic, low-cost cars, China has grown into a powerhouse of innovation, particularly with the rise of electric vehicles (EVs). Central to...

Big Tech Earnings Review – Alphabet and Microsoft

Big Tech Earnings Review – Alphabet and Microsoft

Few entities wield as much influence as tech behemoths Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG). These tech titans' quarterly performances serve as litmus tests for market sentiment and economic health. As stalwarts in their respective domains, Microsoft's...

Power Play: Investing In Energy For Innovation

Power Play: Investing In Energy For Innovation

  Power Play: Investing In Energy For Innovation Date: 24/4/2024 As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and...

CHIPS: Megatrends and Mega Funding

CHIPS: Megatrends and Mega Funding

We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in...

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