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Insights

We are passionate about sharing our knowledge with our clients and potential clients; through webinars, one-on-one meetings, small group/family meetings, posting our Insights, and through our Lunar Capital Youth League Academy. We believe that our clients need to also learn about investing, so that they can make more informed decisions. Learning is a multi-way street, we learn as much from our clients, partners and associates, as they do from us.

  • All
  • Weekly Stocktake
  • Quarterly Performance
  • In The Media
  • Archive
All
  • All
  • Weekly Stocktake
  • Quarterly Performance
  • In The Media
  • Archive
Nvidia - Taking on the "Wannabes"
Weekly Stocktake

Nvidia – Taking on the “Wannabes”

What does the chief beneficiary of AI's results tell us about the broader market. 
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China's AI Heavyweights
Weekly Stocktake

China’s AI Heavyweights

What are Tencent and Alibaba's AI strategies?
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A is for Apple
Weekly Stocktake

A is for Apple

Apple is a perfect example of a cash-cow business.
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Weekly Stocktake with Danyaal
Weekly Stocktake

AI’s Early Returns

Early signs of returns emerging from the AI capex build-out.
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