Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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Sector Capsule: Internet Retailing in Japan
Logistics is a challenging issue in internet retailing in 2017 Amazon Japan continued to lead internet retailing in 2017, accounting for a 14%...
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DiSa: 10x Bagger by 2020?
Two Questions: -Could the SGX be the home of a Unicorn in disguise? -Can an obscure company with a current 85M USD market cap really be worth over...
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Nintendo (7974) - Labo: Line-Extension or Creative Cul-De-Sac?
Since Nintendo (7974 JP) unveiled the Nintendo Labo range of cardboard-based build-your-own accessories for the Switch, the shares have risen...
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Sector Capsule: Internet Retailing in China
Internet retailing continues to record robust current value growth of 30% in 2017, to reach CNY3.1 trillion, although this is a deceleration after...
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