Pavan Sharma

The US Federal Reserve (Fed) began its first two day policy meeting for 2016 yesterday. will be watching for any signs of cautiousness expressed by the Fed as a result of recent market volatility. We believe that the Federal Reserve will try to calm m

Equity markets moved sharply higher on Friday, with global stocks surging the most in 3½ years as a number of central banks hinted at expanding stimulus measures. We are not surprised by the moves, as we have stated on several occasions we believe the mar

Treasury Wine Estates released its earnings update yesterday with its first half earnings materially beating market expectations. The company expects earnings in the six months to December to be between $140 million and $150 million, above market expectat

Legendary long term value investor, Warren Buffet announced he is increasing his holding in a big oil company. Investors should Listen. This follows another drop in crude oil, which has now hit $29 a barrel (-5.7% on Friday) as sanctions on Iran were lift

We continue to believe investor sentiment is overly negative, and urge our members not to panic in the current market volatility.

Storm in a Tea Cup ? – What you need to know

Global equity markets have come under significant pressure in 2016. We have been using the current market sell-off to find attractive entry points to invest in high quality stocks with solid business models. Despite the volatility recently experienced in

Global equity markets have had a volatile start to 2016. China has featured prominently in the press as of late and has been at the centre point of the global selloff. believe the China story is one of transition (manufacturing to consumer led economy

Global equity markets have had a volatile start to 2016. China has featured prominently in the press as of late and has been at the centre point of the global selloff. believe the China story is one of transition (manufacturing to consumer led economy