Enterprising Investor
Practical analysis for investment professionals

equity home bias


Navigating a China Dip

Visiting Hong Kong for the first time in two decades, Mark Harrison, CFA, sees evidence of breakneck economic transformation everywhere. But what happens when the music stops?

Investing Tribes and the Paradox of Choice

As investors, we are faced with an overwhelming amount of data, analysis, and opinions, says Tadas Viskanta. Choosing a well-defined investment approach — joining an investing tribe — by definition, reduces the number of decisions we need to make. Also, minimizing the "paradox of choice" makes our lives more coherent and manageable.