For those who are not familiar with the 1960 American Western action film titled “The Magnificent Seven”, the title of the film has been borrowed to describe the current seven biggest US Mega Cap Tech stocks. Moreover, if you remember the film, you will also know that...
The Magnificent Seven: remember how it ended.

GII’s Amazon logistics deal is strategic winner for Dubai!
Dubai-based Gulf Islamic Investments (GII) acquired a one million square foot Amazon logistics centre in Dortmund, Germany for $144 million. This deal is a testament to the boutique global merchant bank created in Dubai by GII’s co-founder/CEO Pankaj Gupta, who I am...
GII’s Amazon logistics deal is strategic winner for Dubai!

Greed and fear in the global stock market
US and global equities surged on news that the US House of Representatives passed the tax reform bill, Cisco and Walmart posted blowout earnings and a potential bidding war emerged for Fox’s media assets. The rally on Thursday followed a week of carnage in the US high...
Greed and fear in the global stock market

The View from Berkeley Square
Continental carry trade The big takeaway from the interim results season is the recovery in continental property markets. It’s been a decade since the listed sector in Europe signalled such a positive outlook in spite of some mixed performances in retail. Offices and...
The View from Berkeley Square

The View from Berkeley Square
Well, if ‘a week is a long time in politics’ (and even longer in UK politics!), it’s also a long time for the listed global real estate sector. Ironically as a property developer moved into the White House last autumn, the sector badly underperformed as...
The View from Berkeley Square