thematic

Eight Things to Watch in 2026

This year has certainly been full of surprises for investors, with AI remaining the core equity investment theme. DeepSeek translated to a brief correction in the U.S. favorite AI names in February and March, followed by the U.S. tariffs announcement that escalated in April, then the U.S. bombing Iranian nuclear facilities in the summer, andContinueContinue reading “Eight Things to Watch in 2026”

This Time It’s Different?

It is often said that the invention of steam engine in the 18th century was one of the world’s greatest inventions in the past one thousand years. The printing press, electric lightbulb, vaccination, and computer are also among the top of the list. These inventions are considered great not solely due to their direct usageContinueContinue reading “This Time It’s Different?”