Seeking value in asian small caps

The combined market capitalisation of the Magnificent Seven group of US mega-cap stocks – Alphabet, Amazon, Apple, Meta , Microsoft, Nvidia and Tesla– is now over $22trn, meaning these seven stocks ma

Every generation gets one industrial revolution. Ours is AI – still novel, not yet fully understood, but certain to become so embedded in life that we’ll forget how we ever worked without it. The ques

Issue of the week: Trump’s Asian tour Markets ...

Emerging markets (EMs) are back. The MSCI Emerging Markets index delivered a 31% return over the first ten months of the year, compared with just 18% from the developed markets-focused MSCI World inde

Japan’s politics are unstable (see page 4), the yen is trading at multi-decade lows against most major currencies, long-term government bond yields have soared, and inflation is picking up again. Yet

The strategy employed by Temple Bar is known as value investing. This is the process of buying a company’s stock for less than its true worth, or intrinsic value. By buying at a discount, this strateg