equity

Talk of PE ratios is as popular as ever, even amongst investment professionals. At Blue Oceans Capital, we don't recognise them as valid. Let me explain. The...

Following on from our latest article ‘5 themes worth backing this year’, we identified a number of themes & opportunities we are monitoring for 2020 and beyond. The...

Perversely, often buying stocks on an expensive valuation is a good strategy. This is because valuations (even on forward numbers) run in front of earnings upgrades. I...

Recent on-the-ground research in India overwhelmingly highlighted strong support for Modi and the belief that he is the right Prime Minister to take India to the next...

In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other...

Geopolitical concerns, delays to the Trump Administration’s planned fiscal stimulus, and benign US economic and inflation data have made bond markets more relaxed and...