Trump and China; the Calm Before the Storm?
The new US administration is heading towards a stand-off with China over trade by eschewing the incremental approach of Obama’s administration in...
321 Views
Warren Buffett's Two Buckets & The Dilemma for Value Vs. Macro Investors in Emerging Markets in 2017
Warren Buffett has mentioned that he has two buckets of paper on his working desk – One bucket is for companies and industries that he tries to...
370 Views
Fragmented Terror Threat
 Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
295 Views
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US)Â and Mastercard Inc (MA US) maintain...
302 Views
Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
365 Views