Author: Joseph Gan
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The State We Are In (Part 2)
I’ve explored the current trends that are worrying, and clearly established that the America of today faces some very daunting and unprecedented threats. There are many investors who feel the same and have been looking for alternative markets to diversify risk. Conventionally, retail investors flock to the next big growth story (eg. China, India) because…
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The State We Are In (Part 1)
I have always enjoyed a good read. Hence it wasn’t much of a surpise that when Wall Street delivered their Annual Shareholder letters, I found myself immersed quickly in the thoughts the best had to offer. Of the many insightful pieces, BlackRock’s Laurence Fink stood out to me the most for his unbiased, market oriented…
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Worry?
We understand amidst the current tumultuous geopolitical climate, even the most seasoned investors can feel nervous and unsettled. 2024 is shaping out to be host to a highly polarised election landscape, sensationalised media and elevated uncertainty in the financial markets. No matter how sophisticated your analysis is, doubts will creep in when valuations and premises…
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Overview on Emerging Markets
Emerging markets offer investors great returns in exchange of high volatility and undertaking of risk. Let have a look at the past performance of EM , comparing them (orange and dark blue) with the equities market (light blue line).An index approach towards the EM sector has grossly underperformed the US equities market. If investors are…
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A New Journey Awaits
It is us two dudes against the big brave world. And this is how Palm Holdings is born.
Palm Holdings 