Demob Delight, 1 Year On

Summary:

  • This week’s Podcast: The Shifting Sands of Consumption
  • China: Buy on the Dip?
  • Bitcoin: Bubble or Anti-Bubble?
  • Vaccine progress in the UK, US marches on
  • Cash savings have built up sharply
  • Loosening purse strings in US, UK
  • Who are the consumption winners?

New Podcast: The Shifting Sands of Consumption

In today’s podcast, Edmund and Charlotte address the topic of consumption.

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The Shifting Sands of Consumption

  1. In the wake of the Coronavirus, how have patterns of consumption changed?
  2. What is pent-up demand?
  3. Is responsible consumption a growing trend?
  4. What are Millennials interested in

China: Buy on the Dip?

Interested in Chinese stocks? You could do worse than to read this article by my Singapore- and Hong Kong-based colleagues Prashant and Grace on why Chinese stocks are still attractive for the long-term.

  • This is a long overdue correction triggered by a spike in US yields, concerns over China tightening and increasing regulations on China techs.
  • Cyclical and structural factors are in place to drive the uptrend of domestic A-shares, Hong Kong-listed China equities, and select quality tech companies. Weaknesses are good buying opportunities.

China Equity Markets: Not Time to Lose Faith

Bitcoin: Bubble or Anti-Bubble?

For those of you who are interested in bitcoin or other cryptocurrencies, you may be interested by a recent article I wrote on the subject...

Attractions: Bitcoin offers a number of attractions to investors, including impressive returns since creation, absence of any central controlling entity, & a potential store of value against severe inflation or currency depreciation.

Drawbacks: Extreme volatility, small overall market size, dominance of supply by a small number of bitcoin “whales”, pseudonymous nature makes proper Know Your Client and other financial regulation difficult to comply with, risk of permanent loss from loss of pass-words or from exchange hacks; heightened regulatory risk from central banks, financial regulators, potential state-sponsored competition from new national “stable-coin” digital currencies.

Regulatory warnings: US and UK financial regulators have recently issued clear warnings regarding retail investor investment in cryptocurrencies and related derivatives.

Focus instead on the “picks and shovels”: we believe that investors would do better to focus on industries and companies that can benefit from the emerging crypto-currency and block chain ecosystem – including semiconductors, cybersecurity and fintech/e-payments.

Bitcoin: Bubble or Anti-Bubble?

Vaccine progress to speed reopening in US, UK

Vaccine…

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