Over the past few years, investing in China has become a challenging undertaking. The MSCI China index has plummeted over 50% from its 2021 peak to recent lows, leaving investors wary and questioning the future of the world's second-largest economy.

Investing in the semiconductor industry can be quite complex. It is, in fact, a very technical industry from a technology perspective, and the prospects of the companies within the industry are influenced by multiple factors such as the execution of their innovation roadmap, the structural and cyclical health of the addressed end markets, and more recently, by geopolitics. In recent months, the debate in the market has centred around the state of the cycle and whether we have already passed the peak. Here’s our perspective on the outlook for the industry.

Aquaculture is not without its controversies, often linked to environmental concerns and fish welfare, but many of these criticisms stem from misconceptions that overlook the industry’s significant progress in sustainability. While some of these hold partial truth, the reality is neither black nor white—every food source has its pros and cons, and the goal is to find the least harmful alternative. In this article, we aim to debunk common myths surrounding salmon farming, while also demonstrating why this sector is poised for growth and how investors can benefit.