Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
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Visa – European Acquisition Continues to Surprise
* Smooth European Integration: Visa Europe accretion is expected to increase to high-single digits by 2020, reflecting Visa’s (V.US) repricing...
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Mastercard Developers and Masterpass: The Shift Toward Services
Mastercard has long served as one of the pioneering voices in global consumer finance. As the industry seeks out new methods for incorporating the...
399 Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
734 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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