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Japan: Why it pays to enter the market now?

The Japanese stock market has benefitted from PM Shinzo Abe's expansive fiscal policy. Historically low stock evaluations and good growth forecasts create a first-class environment right now for fundamental stock…

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Stars, jerseys, shoes and stocks?

The World Cup begins in Brazil in one week. Investors too are eagerly awaiting the biggest sports event of the year. It is tempting to invest in companies which stand…

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Facebook and Apple

GAMAX Management AG today announced that given the current low growth environment, it is important to invest in a collection of high quality companies trading at a discount to their…

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GAMAX Funds Junior: More Microsoft, less Amazon

Weak macroeconomic indicators and rich valuations have contributed to the relative underperformance of growth stocks since the start of the year. Portfolio manager Moritz Rehmann sees stability with potential for…

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It’s time to re-invest in equities!

Uncertainty continues to dominate international financial markets and, investments such as sovereign bonds are losing their “safe haven” status.“It’s time to re-invest in equities. Despite the constant danger of sudden…

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