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Author: michelle

Indian Interest

Indian equities are stabilising as foreign inflows return, offering diversification from AI-driven concentration in emerging…

Healthy Rotation

Healthcare stocks are gaining momentum as earnings, innovation and attractive valuations fuel a potential long-term…

Active Management, Thematic Investing and Portfolio Discipline

A case study exploring the challenges facing active equity managers, the benefits of thematic investing…

Bullion Bottoming?

Gold has fallen 25% from its peak, but history suggests the correction may be nearing…