NS Partners
INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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Investment NS Webinaire DGC Stock Selection FundMay 2026
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LATEST INSIGHTS
Showing 444 publications
Corporate
Mahjong China Fund awarded Best Performing China Fund of Funds 2024 by The Hedge Fund Journal
July 2025
We are delighted to announce that NS Partners' Mahjong China Fund has been recognised by The Hedge Fund…
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Investment
Quarterly Investment Review – Q2 2025
July 2025
We’re running roughly a 7% fiscal gap and probably a 3% gap is what’s sustainable. The further you…
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Investment
Mahjong China Fund: Business Lunch in Lugano, 2 July 2025
July 2025
Mahjong China Fund: Navigating China’s New Landscape Business Lunch - Grand Café Al Porto, Lugano - 2…
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Investment
June general market comments
July 2025
“Positively Inclined” - Wax Tailor, 2007. June 2025 has delivered a market performance worthy of Wax Tailor’s "Positively…
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Investment
Last one standing – Reconsider European equity long short funds – NS Insights
July 2025
European equity long short funds have suffered from Europe’s lack of appeal. But now might be the time…
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Investment
When Energy Enters Its Internet Era – Highlights from SPHERE PODIUM event in Geneva
June 2025
During the recent SPHERE PODIUM GENEVA event on May 13, 2025, Pierre Mouton shared a thought-provoking perspective on…
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Investment
China’s growth 2025: The dragon awakens
June 2025
Hedge funds are betting on AI, tech and local consumption to tap into China’s renewed growth. A renewed…
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Investment
May general market comments
June 2025
“If you don’t give a doggone about it” - James Brown, 1977. As is often the case, the…
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Investment
NS Webinar – Building the New Wall of China Portfolio
June 2025
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Investment
Chart of the month: US economic consensus 2025 less good than expected
June 2025
US economic consensus 2025 less good than expected Donald Trump’s November 2024 election victory sparked optimism…
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Investment
Swiss equities: resilient, diverse and poised for growth
May 2025
A unique blend of stability, specialization, and long-term performance defines Switzerland’s investment landscape. Switzerland’s equity market stands as…
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Investment
Time to perform differently – Global Macro
May 2025
Time to perform differently: Global macro Markets are shifting, and fast. Since late 2024, volatility’s up and…
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