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Taking Stock
May 05, 2023
Prudential drives new business on China reopening
Reopening of the Hong Kong-China border is galvanising premium volumes
April 28, 2023
Why Citadel is shorting Deliveroo
Hedge fund at the centre of the GameStop saga is noting something interesting in the numbers
April 21, 2023
Our house price obsession is marking down good businesses
The wisdom of crowds has limitations – just look at Howden Joinery
April 14, 2023
Financials will benefit from Britain's new trade deal
Although, investors will require long-time horizons to see the full benefit
April 06, 2023
WWE-Endeavor tie-up offers investors a sporting chance
The latest marquee deal in US sports/entertainment highlights differing attitudes either side of the Atlantic
March 31, 2023
A new opportunity is opening up for general insurers
After a troublesome 2022, automotive premium rates are now outstripping claims inflation
March 24, 2023
Flutter shareholders shouldn't fear a US listing
The draw of the US could prove compelling simply due to market dynamics
March 17, 2023
SVB collapse could prefigure tech M&A surge
With financing imperilled, the broader tech sector could be subject to increased M&A through the remainder of 2023
March 10, 2023
A lot needs to go right for VW to shake off its low rating
The electric vehicle transition opens up uncertainties for legacy German automakers – and investors
March 03, 2023
Buffett counsels simplicity while lauding 'wonderful prices'
The ‘Sage of Omaha’ takes aim at accounting manipulation and critics of share buybacks
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