A Caffeine Shot of Dividends

  Market Scorecard Emerging markets saw red across the board as global markets were in risk-off mode yesterday. The good news is that overnight there has been a gear shift back to risk-on. Most of the East is in the green by around 1% this morning. When the market whipsaws like this, I think of … Continue reading A Caffeine Shot of Dividends


Economies and Football

  Market Scorecard Wow, Mexico shocked Germany in the Fifa World Cup yesterday (Mexicans jubilant over World Cup win trigger earthquake sensors). After the match, social media was full of cartoons showing Angela Merkel calling Trump, asking when the wall was going to be built. On to more serious matters though, on Friday global stocks … Continue reading Economies and Football

Lurch at Search

"Quality attracts quality and Alphabet attracts some of the best minds in the world. They also provide an environment that promotes innovation. These new ideas fall within the Other Bets segment. They take it very seriously and provide great capital for big potential ideas. We expect a lot more coming out of Alphabet in the … Continue reading Lurch at Search

Caffeine Injection

"Not only are the company a coffee experience destination, by adding rewards members via their excellent technology platforms, they lock you into the daily routine, they aim to continue to stay abreast with the changing patterns of consumption. Having partnered with WeChat (TenCent owned platform) in China, more Chinese customers can gift each other, or … Continue reading Caffeine Injection