Global Market Insights

Tesla's much anticipated Robotaxi is scheduled for 10th October. The event has already been pushed out from August, and the fact that it’s now taking place...

Last’s week’s Market Insight covered the remarkable growth of GLP-1 diabetes and weight-loss treatments. For now the market is dominated by Novo Nordisk, but at least a dozen...

Eli Lilly and Novo Nordisk shareholders must be pretty chuffed with the last few years of performance. The latest generation of GLP-1...

This week we are taking a look at the outlook for copper producers, and how to gain exposure if you agree with this narrative.

A perfect storm swept through global equity markets last week. The jury is still out on whether this was a blip or the start of a bigger downturn. There were quite...

This week we are wrapping up the series with a look at the industries and end-markets that buy all those chips and the underlying causes of industry earnings cycles...

Over the last few weeks, we covered the three types of semiconductor chips, namely memory, logic and analog chips. This week we are taking a look at the companies that play a role in manufacturing those chips...

This week we are continuing our series on semiconductor chips, AKA integrated circuits (ICs). We previously covered logic and memory ICs, and today we turn to their analog cousins...

Last week's newsletter provided a brief overview of the semiconductor industry and chips that give machines memory. This week...

Recently, most of the leading semiconductor stocks have traded lower. Notably, Micron Technology reported quarterly EPS...

And just like that, we are into the third quarter and the second half of 2024. Equity markets have done better...

Over the past few weeks we had a look at the healthcare sector which has underperformed over the last two years. Another underperforming group of stocks...