Oldfield Partners

Investment Management
Global revenues at UK prices
Should investors give the UK a second look?
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Investment Management
The futility of forecasting
How does value investing swerve forecasting’s flaws?
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Investment Management
China’s EV surge reshapes Europe’s auto industry
How are European carmakers responding to falling sales and rising Chinese competition?
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Investment Management
Finding value beyond the AI craze
High AI valuations are a risk – where else should investors look?
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Investment Management
Seoul searching: Finding value in South Korea
Will reforms lift Korean equity valuations?
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