Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
943 Views
Trump-China Tension = 2012 'Senkaku' Boycotts Redux? Avoid US Consumer Plays Exposed To China
Overview: probably more US-China tension aheadThroughout his campaign and in the weeks since the US election, President-elect Trump has shown he's...
324 Views
US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...
357 Views
'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
493 Views
Casino Crackdown, Cool Consumer Could Cause Cuts to Coach Consensus; Conclusion? Caution!
We retain our negative view on Coach Inc (COH US) and believe consensus earnings estimates for both June 2017 and June 2018 fiscal years remain too...
296 Views