ANIMAL SPIRITS REPORT: APAC Equity Strategy Quarterly Review - Markets, Macro, Themes, and Stocks
Quarterly Review - Macro, Country, Sector, Thematic and Equity Ideas Anticipated the reflationary regime shift, the Fed "hot" policy and the BOJ...
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Last Week In Event SPACE: Sun Corp/Cellebrite, Kioxia, CK Hutchison, Toshiba/ROHM
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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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...
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The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
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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...
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