7 “surprises” for 2016!

We provide some additional food for thought over the festive season. Happy holidays! 1. USA Election results in isolationist President who pulls back significantly from Asia & Europe & Middle East. Defence expenditures balloon as countries seek to demonstrate strength and send signal to Ch...
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Pfizer-Allergan: tip of the iceberg?

It has been widely documented that a key rationale of the Pfizer-Allergan mega merger is tax minimisation. By re-domiciling the company in Ireland, Allergan’s home, Pfizer will have the ability to avoid US taxes on $128bn of profits earned outside the United States. A tactic commonly referred to a...
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Demography: more important than realised

Recent announcements in China and Korea about encouraging more procreation prompted us to share our observations on demographic trends. It strikes us that demography will become more of a focus for investors. It always has been important. What we mean is it will be seen to be more important. Based o...
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RBA still in denial

Interbank futures are currently implying a 25% chance of a rate cut at the next Board meeting on November 3rd. In this post, I discuss five reasons why the RBA ought to deliver more policy stimulus at that meeting: Australia remains stuck in a wage recession, animal spirits in the corporate sector s...
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No Banking Crisis for China

Our very own Robert Swift is in the camp that believes that Chinese policy makers have been misunderstood. “Chinese policy makers are trying to re-balance the economy towards a much more stable, diversified structure whereby domestic demand / consumer demand pick up the slack from an inevitable de...
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API Capital Joins Tamim Platform

API Capital is pleased to announce it will join the Tamim platform and provide a High Conviction global equity portfolio as part of Tamim’s broader IMA (Individually Managed Account) offering. Tamim Asset Management is a wealth management platform established by Darren Katz who was head of distrib...
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China: what can we add to the picture?!

With the focus squarely on events in China as the root cause for the latest round of heightened market volatility, we believe that contradictory signals from the US Federal Reserve is as much to blame for the current uncertainty as the situation in China. Evidente CEO and API Advisory member Sam Fer...
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