The evolution of the payments ecosystem provides a long-term steady tailwind for the providers of card-based and electronic options. In this post, we take a look at how the payment ecosystem works and some of the compelling opportunities we see today.
Read PostIndia surprised the markets Friday with a broad corporate tax cut. Were last night’s announcements finally the catalyst India needs to unlock a capex and foreign direct investment cycle?
Read PostCould Libra creatively destroy what many consider to be some of today’s most defensible business models? Our global and international team discusses how this proposed cyptocurrency could disrupt the current payments ecosystem, as well as the hurdles it faces to get off the ground.
Read PostChina’s new STAR Board has been in the headlines since debuting on July 15. This new exchange aligns with many of China’s plans to deepen its domestic capital markets and to increase its overall attractiveness as a destination for capital.
Read PostKey indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.
Read PostWe believe data will be a strategic resource in the next stage of global industrialization. Our recent research trip to China enhanced our perspective on secular growth opportunities related to the data revolution and AI.
Read PostNick Niziolek discusses why Chinese companies remain well represented in Calamos’ global and international portfolios, and how our team is managing potential risks.
Read PostSuccessful investing is about looking at how all the underlying data comes together. Tax reform and de-regulation provide a wind in the sails for businesses, and by extension, the business cycle and bull market.
Read PostIn a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.
Read PostJapan’s expertise in robotics highlights the benefits of a global approach to growth.
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