The AI boom has created household names among technology companies and investors have enjoyed incredible rallies along the way. Further up the value chain, we find ASML and its unique technology in the chip manufacturing space. Is this a case of the shovel in the gold rush, or are there better ways to play this theme?
With a local relief rally putting many stocks in the green after a horrible few months, we unpack some of the differences between the North American and local markets. We touch on behavioural finance and how sentiment drives market performance over different time horizons. This is a perfect example of the conversations that happen in dealing rooms and professional institutions. At Magic Markets, we give you a ticket to the dealing room to engage with us and learn from our views on the markets.
As the world’s largest owner of logistics and warehousing property, Prologis has been enjoying the tailwind from a structural shift to eCommerce. With a strong balance sheet and lots of strategic optionality, the company has achieved surprising growth from an asset class that many see as boring.
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