Business Dep-Dives
As Alibaba (🇨🇳 Ticker: BABA), the e-commerce giant from China, is one of the most discussed FinX stocks, I'd like to share one of the comprehensive business deep dives and my favourite by Junto Investments
Modern Investing on Sibanye Stillwater (🇿🇦 Ticker: SBSW), a multinational mining and metals processing group, and the world's largest primary producer of platinum, second largest primary producer of palladium and third largest producer of gold
KB Securities Co. on FPT Corporation (🇻🇳 Ticker: FPT), a globally leading technology and IT services provider headquartered in Vietnam
Technology and Investing
Macro implications of the AI revolution: is the market right? by Wellington Management
Canadian National Railway: Why Artificial Intelligence Is Revolutionizing Freight by Jensen Investment
Miscellaneous
Rising Japan: an evolving opportunity by Baillie Gifford
Companies mentioned:
Murata ($6981), Nidec ($6594), Rohm ($6963), Rakuten ($4755), SBI Holdings ($8473), MonotaRO ($3064), GMO Internet ($9449), Recruit Holdings ($6098), CyberAgent ($4751), SHIFT ($3697), Nihon M&A ($2127)
Investors’ Chronicle Interviews: Small-Cap Stockpicker Rosemary Banyard
Companies mentioned:
Diploma ($DPLM), Games Workshop ($GAW), Dunelm Group ($DNLM)
Europe's Stock Markets: Challenging Misperceptions by Lazard Asset Management
Tweet of the Week
Disclaimer: This publication and its authors are not licensed investment professionals. The information provided in this publication is for educational purposes only and should not be construed as investment advice. We do not make any recommendations regarding the suitability of particular investments. Before making any investment decision, it is important to do your own research. RhinoInsight assume no liability for any investment decisions made based on the information provided in this newsletter.
The FDI data in China is scary!!!