Weekly note: Moving to overweight Indian equities, thoughts on the Harworth bid and why the equity Bulls are ascendant again
Plus thoughts on gold and London is falling (population wise). And a busy, inflationl focused week ahead
Programming note: I’m on my regular summer holiday schedule, with weekly notes for the next five weeks through to Monday 14th September. In my weekly letter, I’ll pull together the Monday Macro, mid-week Investment Ideas, and end-of-week Links. Sadly, that makes these letters a bit longer than normal, but as always, I’m including a PDF version in case t…
