Monsanto / Bayer: Horizontal Antitrust Issues
Sentiment in Monsanto continues its positive trend. After Berkshire Hathaway disclosed a 1.8% stake in February, and Monsanto and Bayer held a...
413 Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
734 Views
Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
3.2k Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
357 Views
Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
299 Views