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Aditya Khowala - Portfolio Manager

Article 5 min read

Biden is the change candidate in the US elections

Democrat hopeful Joe Biden is the current favourite to win in November's US presidential elections, but it is too early to take a firm view.

Aditya Khowala + 2 others | 30 July 2020

Podcast 43 min listen

July's Rich Pickings podcast: Beware the consensus - what the US election means for investors

"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Richard Edgar + 8 others | 29 July 2020

Article 4 min read

Elections in the time of coronavirus and recession

Elections in the time of coronavirus and recession

Aditya Khowala | 23 June 2020

Blog 3 min read

Why the coronavirus crisis is more like 1918 than 2008

Why the coronavirus crisis is more like 1918 than 2008

Aditya Khowala | 18 March 2020

Blog 3 min read

Markets to focus on a narrower field in US presidential race

Markets to focus on a narrower field in US presidential race

Aditya Khowala | 4 March 2020

Blog 2 min read

Small could be beautiful, as mega caps overreach

Small could be beautiful, as mega caps overreach

Aditya Khowala | 13 January 2020

Blog 2 min read

China needs a trade deal more than the US

Given the mixed economic indicators, it is China - and not the US - that could do with the fiscal and sentiment boost that a trade deal would deliver.

Aditya Khowala | 27 November 2019

Blog 2 min read

Timing of Trump impeachment could further weaken global economy

Trump's impeachment comes as the latest ISM data shows US manufacturing firmly in contraction territory.

Aditya Khowala | 3 October 2019

Blog 2 min read

Volatility could create opportunities to buy high-quality cyclicals

Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.

Aditya Khowala | 29 August 2019

Blog 2 min read

With US-China trade talks back on track, investors’ focus turns to China economy

With US-China trade talks back on track, investors’ focus turns to China economy

Jing Ning + 3 others | 2 July 2019

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