Asset valuation

Latest news and analysis on Asset valuation

Equities

Micron at 6x earnings: Value trap or Value steal?

Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?
BHP
RIO
+1
Jason Teh
Vertium Asset Management
Macro

Beyond tariffs

Despite concessions, the trade war still entails a very large shock for the US economy.
Chris Iggo
BNP Paribas Asset Management
Macro

Charts of the Week - Our 100th edition, historical Fed hiking trends, German industrials and declining Indian FDI

Charts of the Week has reached its 100th edition and this milestone has given us a chance to reflect on where it all began.
Macrobond Financial
Macrobond Financial
3
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