Lunar New Year and Markets

By the time you read this, the Hong Kong stock exchange will have re-opened after Lunar New Year, with Shanghai bourse remaining closed until 17 February. Global stock markets are subject to seasonal influences throughout the year, as the usual routines of traders and...

We Don’t Value Free Things

We tend to overconsume things that have no monetary cost. In economics, we call this the “free rider problem” where consumers do not value the inherent costs and benefits of things that are free. Think about it yourself, what is the cost of the street you live on, or...

The most “attractive” IPO of 2021

Swipe, swipe, partner for life…? Dating apps have revolutionised the dating industry, with the advent of Tinder in 2013 flipping the script on existing matchmaking services by placing the onus on users to pick and choose from singles in their area. Location-based...

Healthcare Sector Overview and Outlook

It is undeniable that COVID-19’s impact upon our society and economy will be felt for decades to come. We are living amongst at an inflexion point in history, in which certain priorities have been brought into focus as the pandemic challenges us as a species. One such...

International Equity Market 2021 Outlook

Next year’s global equity performance may well be shaped on what happens in the next 2 months. The approval, distribution and efficacy of two or more COVID-19 vaccines with emergency medical approval, as well as the speed of the incoming US President in striking a...