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The Biggest Single-Day Stock Declines

18 February 2025 Dear Fintax Investor Late in January, Chinese startup DeepSeek unveiled a cost-effective artificial intelligence (AI) model that requires significantly fewer AI chips for training, yet yields surprisingly strong results. This announcement led the...

Semiconductors

15 January 2025 Dear Fintax Investor Artificial intelligence (AI) is taking centre stage in both popular culture and the financial markets, and it’s no surprise why. As AI continues to reshape industries, it’s not just the software companies driving this revolution;...

2024 Year Review & 2025 Outlook

8 January 2025 Dear Fintax Investor The Past: Performance 2024 delivered another good year for the global stock market. In fact, since the start of 2014, there have been only three negative performing calendar years in USD terms for global equities: Source: MSCI...

Ferraris, Picassos and Oom Paul’s Kruger Rands

5 August 2024 The prior five year investment cycle has been interesting to say the least.  It has bared witness to the Covid crisis, the sharpest interest rate hiking cycle since the 1970s, a major regional war with global implications (Russia/Ukraine), the U.S...

2024 Mid-Year Market Update

8 July 2024 Dear Fintax Investor As we have reached the mid-year, we can take stock of the year-to-date performance of various countries and regions and consider the outlook for the remainder of the year. Year-to-date, the best performing stock markets in U.S. Dollars...