Fairtree Equity Explorer | Chinese e-commerce giants | Episode 11
Transcript
SUBSCRIBE
Subscribe to Equity Explorer
Receive invitations to our Equity Explorer sessions where Karena Naidu, Fairtree Global Investment Specialist, unpack equity topics with Fairtree’s equity analysts.
FAIRTREE INSIGHTS
You may also be interested in
Explore more commentaries from our thought leaders, offering in-depth analysis, market trends and expert analysis.
Private markets and the case for private US real estate
As investors look beyond traditional public markets for differentiated sources of return and diversification, private markets are becoming an increasingly important part of the investment landscape. Private equity, private debt and real estate can introduce sources of return that differ from those available in traditional equities and bonds.
Macro Pulse Episode 37
This episode unpacks the three big themes driving markets in the second half of 2026: US economic and market resilience, the AI capex cycle, and geopolitical instability in the Middle East.
Fairtree Global Equity Fund Q2 2026 commentary
The quarter was defined by two overlapping themes: a sharp rebound from the March US-Iran shock, as the geopolitical risk premium unwound and oil prices retraced, and an exceptionally powerful but highly concentrated AI and semiconductor rally that drove index returns before consolidating in June following a more hawkish shift in interest rate expectations.
About you…
By proceeding, I confirm that:
- To the best of my knowledge, and after making all necessary enquiries, I am permitted under the laws of my country of residence to access this site and the information it contains.
- I have read, understood, and agree to be bound by the Terms and Conditions and Privacy Policy.
Important notice:
Please beware of fraudulent WhatsApp groups and social media accounts pretending to be affiliated with Fairtree or Fairtree employees.
If you do not meet these requirements, or are unsure whether you do, please click “Decline” and do not continue.