Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
Forget the ‘magnificent seven’, it’s the magnificent gap investors need to be watching out for
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime