China’s Consumption Push: Will It Take Off?
This report shows why China’s consumption push faces structural limits, why rate cuts won’t work, and how delayed reform raises risks for equities,...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments -19 Dec 2025
South Korean export prices rose 7 percent year on year, signaling a strong recovery after summer weakness, while Chinese real retail sales grew...
158 Views
TISCO FINANCIAL GROUP Plc. (TISCO): 4Q25E Profit To Decline YoY And QoQ
Tactical upside risk is limited as the stock trades above its 180-day average PBV; however, TISCO’s key attraction remains its high dividend yield,...
126 Views
Krungthai XSpring Zoom Eng. December 18, 2025
The SET Index is expected to trade in a sideways-down range today, with the support at 1,250/1,230 and the resistance at 1,260/1,271.
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Overview of My Winners and Losers in 2025...and 5 High Conviction Ideas Going Into 2026
The 2025 "5 High Conviction Ideas" vintage had positive returns, with Arras Minerals and Solaris Resources leading the way. The 2026 list is more...
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