Don’t buy the duds in China: Quality companies remain cheap despite the recent rally
September 18, 2025 | NS Partners
The broad market in China now trades in line with the long-term average valuations. Which begs the question, is there any fuel left in this rally?
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Quakeproof: Japan’s century companies outlast economic and political shifts
September 18, 2025 | Global Alpha Capital Management
Our recent visit to Japan gave us firsthand insight into current market sentiments and taught us how Japan’s century-old companies were built to last.
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UK underlying inflation has slowed
September 17, 2025 | NS Partners
A measure of UK annual core CPI inflation excluding direct policy effects has fallen by 0.5 pp over the past year.
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Chinese money update: still supportive
September 16, 2025 | NS Partners
The Chinese economy has slowed sharply but money trends are giving a modestly reassuring signal.
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The SDG mirage: How to spot real sustainable outcomes vs marketing spin?
September 11, 2025 | Global Alpha Capital Management
With global sustainable fund assets reaching USD3.5 trillion, it’s crucial to apply a critical lens to assess credibility and identify genuine contributions to the UN SDGs. How to tell real sustainability from creative marketing.
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More signs of Eurozone softening
September 10, 2025 | NS Partners
Other indicators support the monetary forecast of a loss of economic momentum.
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CC&L Outlook: Bounded rates, unbounded disconnects | Q3 2025
September 8, 2025 | CC&L Investment Management
Markets may look calm, but beneath the surface, disconnects are widening. Rates are boxed in by politics, fiscal dominance, and inflation pressures, while investors remain complacent about risks.
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Fueling the future with natural gas
August 28, 2025 | Global Alpha Capital Management
As the world demands more energy to power its future, natural gas production, storage and distribution steps up to deliver.
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Global money update: further slowdown
August 28, 2025 | NS Partners
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
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UK QT has been a costly mistake
August 27, 2025 | NS Partners
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
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Brazilian Blackjack revisited
August 20, 2025 | NS Partners
Running count improves as low cards exit the deck.
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K-series part 2: Big, beautiful K‑cosmetics
August 13, 2025 | Global Alpha Capital Management
Korean brands are taking the top spot in the world of cosmetics. Innovation, quality and variety, coupled with inquisitive Gen Z consumers have gained K-cosmetics a strong foothold in the global market.
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Why inflation pessimism is premature
August 13, 2025 | NS Partners
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
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Is Eurozone labour market resilience about to crumble?
August 8, 2025 | NS Partners
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
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