Fairtree Equity Explorer | On-the-ground insights from India and China | Episode 16
What did we learn from visiting two of the world’s most dynamic economies, India and China? Our Investment team recently travelled across both countries, meeting with company management teams and industry experts to gain first-hand insights into these rapidly evolving markets.
Fairtree Equity Explorer | The Booking Wars: Booking.com and Trip.com | Episode 14
Explore the drivers of their share gains, the strength of their supply and demand aggregation models, and the competitive dynamics shaping the next phase of growth.
Fairtree Equity Explorer | The SaaSpocalypse? | Episode 13
In this episode we analyze the “SaaSpocalypse” debate, examining whether AI will disrupt traditional software business models or enhance the productivity of industry incumbents.
Fairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12
Deep dive into the semiconductor equipment industry. Learn how giants like ASML, Applied Materials, Lam Research, and KLA power the global chip supply chain, from AI growth to the 2nm tech transition.
Fairtree Equity Explorer | Chinese e-commerce giants | Episode 11
In this session, we’ll examine the ecosystems they’ve built, how millions of users interact with their platforms, and the growth drivers, competitive dynamics and strategic shifts shaping the industry.
Fairtree Equity Explorer | Global oil majors | Episode 10
In this session, we provide a high-level overview of the global oil majors and explore the key macroeconomic forces shaping the outlook for oil and related products.
Fairtree Equity Explorer | Unpacking the smartphone landscape | Episode 9
We explore Apple’s remarkable evolution from a hardware icon into a services powerhouse and examine Samsung Electronics’ pivotal role in shaping the smartphone market through its Galaxy lineup.
Fairtree Equity Explorer | Swipe, Tap, Repeat | Episode 8
Discover how Visa and Mastercard have shaped a powerful duopoly, explore the roles of banks and processors, and unpack the strategies that make them the foundation of modern commerce.
Fairtree Equity Explorer | Kazakhstan’s dynamic financial sector | Episode 7
In this session Seipati Rakgoale, Equity Analyst unpacks the evolution of Kazakhstan’s dynamic financial sector, with a spotlight on two of its leading players: Kaspi and Halyk Bank.
Fairtree Equity Explorer Series | Global Electric Vehicle Penetration: Insights into Tesla and BYD | Episode 6
In this session, we’ll highlight the key trends from the past 5–7 years, including: the rollout of charging networks how range anxiety is being addressed the role of regulation in accelerating adoption.
Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5
Fairtree Equity Analyst Christoff Marais and Fairtree Global Investment Specialist Karena Naidu will unpack the ever-evolving world of digital advertising.
Fairtree Equity Explorer | Rewriting the weight loss playbook with GLP-1s | Episode 4
Janco du Toit & Karena Naidu explore GLP-1 weight loss drugs – once for diabetes, now reshaping obesity treatment – and the leading companies, Eli Lilly and Novo Nordisk.
Fairtree Insights
Subscribe
Stay up to date with the latest market views and insights from Fairtree’s Investment team, delivered to your inbox.
"*" indicates required fields
