Tag: #diversification
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 2 posts
Diversification and Asset Allocation — Not All Eggs in One Basket
Why diversification works (correlation), the asset classes of stocks, bonds, cash, and alternatives, the 60/40 portfolio and its variations, rebalancing, and lifecycle allocation, explained at a beginner level. This arti
2026-06-18 · 21 min read #finance#diversification#asset-allocation#investing-basics#rebalancingChina and Emerging Markets 2026 — Between Risk and Opportunity
A look at China and emerging markets in 2026 through the lenses of economy and policy, real estate, technology self-reliance and regulation, geopolitics and de-risking. We weigh alternative markets such as India, a diver
2026-06-18 · 20 min read #china-stock#emerging-markets#india#geopolitics#diversification