Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Weakness in industrial production growth in May was seen across most major sectors and economies, which clearly shows that the Euro Zone industry is struggling to gain momentum which poses a risk to our GDP outlook of 1.3% for 2016 (lowered from 1.6% after the Brexit vote).Industrial Production (IPI) in the Eurozone slowed to 0.6% y-o-y in May 2016 after having recorded a growth of 2.1% y-o-y in April 2016 on a seasonally and working day adjusted (swda) basis. On a 3 month moving average (3mma)…

Weakness in industrial production growth in May was seen across most major sectors and economies, which clearly shows that the Euro Zone industry is struggling to gain momentum which poses a risk to our GDP outlook of 1.3% for 2016 (lowered from 1.6% after the Brexit vote).Industrial Production (IPI) in the Eurozone slowed to 0.6% y-o-y in May 2016 after having recorded a growth of 2.1% y-o-y in April 2016 on a seasonally and working day adjusted (swda) basis. On a 3 month moving average (3mma)…

EUROZONE: Industrial Production GROWTh Slows ACROSS SECTORS AND COUNTRIES

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

Some schools in China such as the Experimental School of Foreign Languages (government supported primary school, ESFL) Affiliate to East China Normal University have started to teach golf lessons this year. This is one of the first cases of a public elementary school making golf a mandatory sports curriculum. This is counter to the official Communist party of China's stance on golf. For instance, in October 2015, the Chinese Communist Party banned all of its members from joining golf clubs. <div class="content-highlight">As a…</div>

Some schools in China such as the Experimental School of Foreign Languages (government supported primary school, ESFL) Affiliate to East China Normal University have started to teach golf lessons this year. This is one of the first cases of a public elementary school making golf a mandatory sports curriculum. This is counter to the official Communist party of China's stance on golf. For instance, in October 2015, the Chinese Communist Party banned all of its members from joining golf clubs. As a…

Some Chinese Schools Start Formal Golf Lessons

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<li>We recently visited Fila Korea stores and other competing sportswear brand stores in Lotte Department Store in Korea. Our visit confirmed one of emerging trends in the Korean apparel industry - ie. the growth of the "athleisure" apparel products. Our conversations with the stores salespeople and our overall impression confirmed the trend of sportswear/outdoor apparel shops stores such as Fila, Millet, Adidas, and Eider stocking more athleisure types of apparel.</li>
<li>
The athleisure apparel market in…</li>
</ul>


We recently visited Fila Korea stores and other competing sportswear brand stores in Lotte Department Store in Korea. Our visit confirmed one of emerging trends in the Korean apparel industry - ie. the growth of the "athleisure" apparel products. Our conversations with the stores salespeople and our overall impression confirmed the trend of sportswear/outdoor apparel shops stores such as Fila, Millet, Adidas, and Eider stocking more athleisure types of apparel.

The athleisure apparel market in…


Channel Checks of Fila Korea and Other Sportswear Stores - Emphasis On "Athleisure"

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of Volkswagen's U.S. emission test cheating.Some pundits have opined an early demise to the technology. However, automakers have invested heavily in diesel capacity, especially in Europe.Analyst: Richard Hilgert

A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of Volkswagen's U.S. emission test cheating.Some pundits have opined an early demise to the technology. However, automakers have invested heavily in diesel capacity, especially in Europe.Analyst: Richard Hilgert 

Our Is the Demise of the Diesel Imminent or Exaggerated?

Germany

adidas AG manufactures sports shoes and sports equipment. The Company produces products that include footwear, sports apparel, and golf clubs and balls. adidas sells its products worldwide.

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adidas (ADS GR)

EUROZONE: Industrial Production GROWTh Slows ACROSS SECTORS AND COUNTRIES

Weakness in industrial production growth in May was seen across most major sectors and economies, which clearly shows that the Euro Zone industry...

Rajan Govil

Some Chinese Schools Start Formal Golf Lessons

Some schools in China such as the Experimental School of Foreign Languages (government supported primary school, ESFL) Affiliate to East China...

Douglas Kim

Channel Checks of Fila Korea and Other Sportswear Stores - Emphasis On "Athleisure"

We recently visited Fila Korea stores and other competing sportswear brand stores in Lotte Department Store in Korea. Our visit confirmed one of...

Douglas Kim

Our Is the Demise of the Diesel Imminent or Exaggerated?

A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...

Morningstar, Inc.

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