ANALYSIS: It is reasonable to assume that American companies will spend more than US$1 trillion on AI infrastructure over the next five years.
ANALYSIS: Investors should take a long-term view and stay the course.
ANALYSIS: Some telco valuations are based on an unduly gloomy view of their prospects.
ANALYSIS: Tanks and banks are both rapidly moving.
ANALYSIS: Moving into actual tight monetary conditions may not be needed.
ANALYSIS: Sharemarket volatility is reflective of uncertainty, but also provides patient investors with opportunity.
ANALYSIS: Remember to consider how the market will value that company once the growth slows down.
ANALYSIS: Why 2022 could be the year of buying selectively.
ANALYSIS: Markets have started to see a wash-out of some of the excesses in valuations.
ANALYSIS: A constructive view for markets this year.
