Alpha Equity

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Economics

26JUN 2018

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

2018

MAY

25MAY 2018

Economics

Uber is not killing car ownership (yet)

In five years, Uber has grown from techie trouble-maker to a global ride hailing giant. But our obsession with owning cars remains as strong as ever.

22MAY 2018

Economics

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

15MAY 2018

Economics

Why supposedly "safe" sectors may be nothing of the sort

Many investors are attracted to the perceived stability of certain sectors. But safety stems from the price you pay, not the underlying dynamics of the businesses you buy.

11MAY 2018

Economics

How fintech is transforming the consumer experience

With fintech start-ups all the rage, we look at how these companies are disrupting the status quo of the payment and lending industry, and how we think the banks will react.

08MAY 2018

Economics

Why we expect a capex surge in Europe

Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.

APRIL

11APR 2018

Economics

Is the FTSE 250 overlooked and misunderstood?

At a time when pessimism towards UK equities is entrenched investors are overlooking the diversity and resilience of mid cap companies.

MARCH

28MAR 2018

Economics

Harnessing the information revolution

Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.