Ben Griffiths – Small cap legend builds a 30 year portfolio
Ben unpack’s his journey in finance and the lessons learned along the way.
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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:
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Yield Curve normalisation
Not the whole curve, rather the closely watched 10 year-2 year section of the US Treasury yield curve.