Why Trump Should Embrace – Not Ditch – Green Energy
The 2016 presidential election was a vote on many issues. First and foremost, voters have told Washington that they want jobs with a future and a...
431 Views
Global Port Operators - 3Q16 Profitability Trends Lower on Slackening Growth
Results of listed terminal operators reveal a weakness in organic earnings as gearing increases. Stricter cost rationalisation and financial risk...
278 Views
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
290 Views
MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
441 Views
Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
510 Views