India accounts for 23% of Fidelity Asian Values plc (LONFAS) portfolio and the top two overweight positions, both of which are Financials. In this note, we examine some of the
The January 2023 IMF World Economic Outlook update has reiterated, once again, the relative appeal of Japan compared with the other major developed economies. In particular, the IMF is forecasting
Our recent notes have, in the main, focused on why Real Estate Credit Investments Ltd (LON:RECI) should prove resilient in uncertain times, given its credit processes, high-quality security, low exposure
ICG Enterprise Trust plc (LON:ICGT) reported another strong quarter, with an NAV per share total return of 3.6% in 3Q’22 and a portfolio return of 13.8% (local currency) for the
Advanced Oncotherapy plc (LON:AVO) goal is to deliver an affordable and novel PT system, called LIGHT, based on state-of-the-art technology, developed originally at the world-renowned CERN. The complex assembly of
Apax Global Alpha Limited (LON:APAX) (AGA) core is the investment in the Apax Private Equity Funds, which, in turn, target the acquisition of private companies, whose performance is then transformed
Shield Therapeutics plc (LON:STX) is a commercial-stage pharma company delivering specialty products that address patients’ unmet medical needs, with an initial focus on iron deficiency (ID). Since its US launch
In our note, Cash is king and the king is rocking and rolling, published on 16 September 2022, we examined Volta Finance Ltd (LON:VTA) success in generating cashflows at near-record
In this note, we give our view on Chinese government policies, putting into perspective their objectives, the potential risks and upsides, and how fundamentals and sentiment may be affected. We
Fulham Shore plc (LON:FUL) reported robust trading in the first half, with revenues up 26%, to £50m. Higher pre-opening costs and the absence of various COVID-19 support measures restricted adjusted
© 2023 – DirectorsTalk. All rights reserved. Reproduction in whole or in part, in any form or medium without express written permission is prohibited.
