Value investing often feels out of favour in a market obsessed with momentum and short‑term narratives. That’s why I found this piece particularly refreshing. Ranmore’s Sean Peche uses a simple but powerful analogy — “buying garden furniture in winter”  — to explain why patience, discipline, and valuation still matter in today’s environment. For anyone interested in long‑term fundamentals, market cycles, or the psychology of investing, this is a thought‑provoking read worth y

Japan’s market resurgence is capturing global attention. After decades of stagnation, the Nikkei has surged 28% in the past year, driven by corporate governance reforms, stronger fundamentals, and renewed investor confidence. As highlighted in The Edge Singapore , this revival is reshaping how international investors view Japan. Industry leaders such as Javier de Berenguer  and Eduardo García Castro of Mapfre  have noted how Japan’s transformation offers compelling opportunit

This article concludes that while U.S. stock market valuations are high, they are not yet at bubble levels. Strong fundamentals, especially in technology and AI-driven companies, justify much of the premium, though risks remain due to market concentration and speculative inflows. Read in full here: Is There A Bubble In The Stock Market Or Not?

The FT Adviser article argues that value investing is regaining relevance  as global uncertainty, inflation, and shifting monetary policies push investors to reconsider fundamentals over growth hype. Read the full article here: Is value investing making a comeback? - FTAdviser