Investment Strategy

Cranganore gauges the economy to ensure that commercial endeavors run parallel with market sentiment. We believe that client success is built on timely research and thorough analysis.

The Messy Truth: Australia’s Reputation in Southeast Asia

A spicy commentary published by the Lowy Institute—a prominent Sydney-based think tank—recalibrates the relationship between Australia and Southeast Asia. “Shared prosperity” and “deepening engagement” may mean something quite different in Canberra, than Hanoi or Kuala Lumpur. Bilateral grievances center on…

White House Turbo-Charges Gold Market

Mark Bristow, the CEO of Barrick Gold, may know a thing or two about political volatility. While the mining company is based in Toronto, he is South African by heritage. “Very clearly the market is telling you there is only…

Inflation Is Monetary-Policy Priority

Some investors celebrated the Federal Reserve’s interest-rate hike on July 26 with the view that it may be the last increase for this cycle. We are not so sure; the US is a complex economy. California may be backpedaling because…

US Patent Office Sidelines AI as Inventor

Artificial intelligence is not a person. Or so claims America’s top patent court. The argument is important because of the potential impact on intellectual-property protection. If an AI does the heavy lifting for an invention, then there are material questions…

Is Your City the Next Palermo?

The Sicilian capital of Palermo came to a standstill in early June, when hackers shut down the municipal computer network in a ransomware attack. Aside from reporting the incident, local officials have offered scant details. They now suggest that it…

Bitcoin Becomes a Tech Stock

Our approach to Bitcoin and other cryptocurrencies has been modelled over the years to align with our stance on frontier stock markets, such as Morocco and Kazakhstan. These assets may afford opportunity for some, but they require specialist knowledge that…