A lot of people have bought silver over the past year because they heard it was ‘the next big thing.’ They saw the charts, heard the noise, took a position. But most couldn’t tell you why they owned it. So the moment silver dropped 15–20%, they panicked, sold at a loss, and walked away convinced… Continue Reading SILVER – The Case for a Generational Trade
Most firms have set up a war room to triage their immediate response to the crisis. But the lack of visibility around future demand complicates efforts to restart stalled portfolio companies… Continue Reading From Buyer to Builder: India’s Defence Sector Opportunity