Tag: featured

Value Investing: Taking the Long View on Egyptian Real Estate with TMG

Value Investing: Taking the Long View on Egyptian Real Estate with TMG

TMG, one of Egypt’s largest property developers, can currently be obtained for a competitive price. Yet considering the recent political turmoil, is now the right time to invest?

Chinese Growth and the Question of Economic Rebalancing

Chinese Growth and the Question of Economic Rebalancing

As far back as 2007, then premier Wen Jiabao described the Chinese economy as “unstable, unbalanced, uncoordinated and unsustainable”. Although the statement raised eyebrows at the time, Mr. Wen’s words seem to have done little to temper the optimism-infused consensus on China’s expected growth rate in the coming years.  One reason for this (apart from […]

Apple: A Misunderstood Blue-Chip?

Apple: A Misunderstood Blue-Chip?

Apple’s share price is down more than one third since its peak in 2012. What does this portend about the fate of one of the world’s most well-known blue-chips?

The Egyptian Economy in 2013

The Egyptian Economy in 2013

Despite the momentous political changes which have taken place since the revolution, the Egyptian economy still faces serious structural difficulties.