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Persimmon PLC - A recovery.
Simple big idea Rising mortgage rates in the UK have resulted in drastically falling home sales. For homebuilders like Persimmon, Q1 2023...
Aug 8, 20236 min read

Global opportunity update: South Africa, Australia, Brazil.
The South African economy recorded modest growth of 0.4 percent in Q1 this year, hampered by power cuts and volatile commodity prices.
Jul 26, 20233 min read


Global opportunity update: Sweden and Egypt
Amidst a property crash threatening Sweden's economy, commercial real estate has been hit hard, with several companies cut to junk by rating
Jul 26, 20233 min read
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