Michael Pettis is Professor of Finance, Guanghua School of Management, Peking University, author of The Great Rebalancing: Trade, Conflict, and the Perilous Road Ahead for the World Economy,  Avoiding the Fall: China’s Economic... Read More

Saudi Arabia was the first oil-dependant economy to announce major budget changes following the collapse in the price of the commodity, and now Norway has followed suit. According to news... Read More

What works in equity markets? Quality investing, according to Citi’s equity research team. In a research note published this week, Citi’s equity research team looked at the outperformance of Quality... Read More

“Davidson” submits: The contrast between market psychology and the current economic trend is what produces investment opportunity. Kansas City Southern(KSU) report this morning is one of many which define the... Read More

“The weak dollar should be seen as merely a shuffling of deckchairs on the Titanic before the global economy sinks below the icy waves,” that’s the most recent dose... Read More

Here is an excerpt from 250words.com on a portrait of famous creative pairs and an investigation into the psychology of collaboration and then book reviews on Powers of Two:... Read More

I am going to talk about two different ideas. Floats. And Moats. Over the last few months, I have been obsessed by these two ideas. I have spent a lot of... Read More

After securing its latest tranche of bailout debt from the European Central Bank, Greece’s left-wing Syriza government is ready for more. Investors in Greece’s government debt might try to... Read More

Bati Actions Investissement fact sheet for the month ended March 31, 2016. Bati Actions Investissement is a fund invested in European equity markets and particularly in the euro zone. The... Read More

During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Endogenous Versus Exogenous Rates Of Return. Here’s an excerpt from... Read More