I am bearish but invest bullish by seizing value opportunities
Ryk de Klerk’s focus has shifted from picking AI ‘winners’ to identifying future ‘survivors’ – and balancing portfolios with undervalued, lower-risk Healthcare and Consumer Staples.
#dotcombubble
The global investment landscape four years after Covid
The long, painfully slow post-bubble recovery of the Japanese market forces us to ask whether there is a similar risk to the euphoria over AI.
