Cloud wars: opportunities in Amazon, Google, Microsoft?
This year’s shakeout in tech may offer substantial opportunities for investing in cloud infrastructure giants, benefitting from stellar growth fuelled by rapid cloud adoption and solid balance sheets. Could the ...
The meltdown in Luna and its TerraUSD stablecoin brought chaos to crypto markets. This raises the question of whether stablecoins are understood and potentially offer a rare buying opportunity for ‘quality’ crypto ...
Underneath the surface, earnings reports revealed a tremendous number of clues about the rapidly changing economic landscape. Who are the winners and losers and what does it mean for stocks? ...
Why the S&P500 equal weight could be a wise choice
There is a lot of merit in the traditional capital-weighted S&P500, but it also comes with risks as it is heavily skewed towards today’s winner. Could the equal-weighted S&P500 offer a broader ...
In January this year, Big Tech stocks saw their largest pullback since March 2020. Faced with uncertainty surrounding the Fed’s tightening cycle, supply-chain issues, and war in Ukraine, investors have shied away ...
Could Ethereum’s “Merge” upgrade send it to new highs?
Excitement is building for Ethereum’s “Merge”, which hopes to increase scalability, security, and sustainability. Could the game-changing technology drive Ethereum to new highs?
The bad news is accumulating for Europe. Questions about a European recession abound. European dependence on Russian energy and grain imports is adding to inflation woes. Volatility is here, but…. is the worst ...
Tech giants are entering financial services on several fronts, from payment solutions, creditworthiness algos, crypto, to ‘buy now, pay later’. Is it a question of time before they take on large banks or is there ...
Chinese tech: Opportunities in the rollercoaster ride?
The recent volatility in Chinese tech giants has provided interesting trading opportunities. The internet giants are highly exposed to regulatory scrutiny, but could there be light ahead of the tunnel? ...
Google acquires Mandiant, a Cybersecurity superstar
Google Cloud is ready to acquire Mandiant, a prominent star in cybersecurity that has a history of uncovering gigantic hacks: Chinese hackers in 2013 and the famous SolarWinds incident in 2019-20. Could Mandiant ...
The boom in food delivery of the last few years is predicted to reach more than USD40 billion by 2025. What are the top trends shaping investors’ appetite and who are the major players?
