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Author: KTS Capital Management

KTS Investment Horizon

2018 can be deemed as one of the worst financial years in history. Even the stock market crash in 2008 driven by the U.S. subprime loan deficiency, which then forced the global economy to fall into a deep reces- sion, could not be comparable. While risky assets such as stocks and low-graded bonds were falling off the cliff, government bonds emerged as the last resort for investors to compensate the huge losses in stocks. In those days, a well-diversified portfolio could come away quite lightly during the 2008 disastrous stock market...

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KTS Investment Horizon

As we have argued in the past, the central banks’ unorthodox and lengthy monetary policy has undeniably inflated financial assets to some extent rather than restoring the actual economy to a normalized growth rate. Accordingly, volatility in the stock markets was at a dubious low level, meaning that stocks had rallied further without experiencing a major stock market correction. The expectation that the risk of financial markets to disappoint is high, we precociously adopted a more prudent investment strategy; we reduced our risky asset exposures in favour of...

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Finding Hidden Gems – Ambu A/S

Nowadays, if a person is living in one of the most advanced countries, and is prescribed an endoscopy by their physician, the words “superbug” and “contamination” are usually not the reason to have such a visit, however, it may sadly happen that afterwards, once this person receives the diagnosis from the visit, they may become more familiar with these...

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Finding Hidden Gems – ZincX Resources Corp

On May 07, 2018 Canada Zinc Metals Corp announced that it has changed its name from Canada Zinc to ZincX Resources Corp and will be traded under a new stock symbol of “ZNX”. We covered the company in our “Finding hid- den gems” report the 23rd of January 2018 (trading then at C$0.34), and today we give an update following the robust positive results from the Preliminary Economic Assessment...

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