Email of the day on investing in autocracies
Comment of the Day

April 20 2022

Commentary by Eoin Treacy

Email of the day on investing in autocracies

Which firms have monopoly - pricing power?

Eoin Treacy's view

Thank you for this question which may be of interest to the Collective. David and I pondered this same issue a decade ago. Globalisation was flourishing, the shale revolution promised US energy independence and companies were expanding enthusiastically to capture market share among the new vibrant emerging market middle classes. We also worried about inflation because central bank money printing money was so prolific.

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