The small and mid-cap investments to watch in today’s uncertain markets
For a hot second there, we all thought 2025 was going to be fairly cruisy. The continuation of a strong bull-run, the end to recession fears, a couple of rate cuts. The biggest concern was perhaps the high premiums on stocks like the Magnificent Seven.
13 Mar 2025
Read more
Awakening the dragon
This week I attended a timely symposium, ‘Awakening The Dragon’, hosted by the Shenzhen Stock Exchange in collaboration with CITIC CLSA and the Bank of China Syd Branch. There were several notable takeaways:
6 Nov 2024
Read more
Ben Griffiths – Small cap legend builds a 30 year portfolio
Ben unpack’s his journey in finance and the lessons learned along the way.