Global Stocks

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...

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...

Private Credit: Your Questions Answered

Private Credit: Your Questions Answered

Private Credit: Your Questions Answered 9/11/2023   ​Private credit, commonly referred to as private debt or non-bank lending, is a growing asset class garnering increasing attention from investors. ​ Historically, this was space dominated by the big banks....

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