Applying some cold logic to a hot sector.

Edward Chancellor talks to Charles Carter, a European Portfolio Manager.

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How a book inspired strategy at Richelieu Hardware.

Edward Chancellor talks to Tom Wharram, a North American Analyst.

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The industry appears to be entering a favourable turn in its capital cycle.

Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.

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Waste management can be a highly lucrative endeavour.

Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.

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The remarkable revival of Greek banks following a turn in the capital cycle.

Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.

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Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.

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Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong.

Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.

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The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.

Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.

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