Quick Picks: Top Investable Brands From The 2020 Singles-Day Shopping Festival
Most winning brands cannot lead to an investable business in China, but here are our four hand-picked rare species that are investable from TMall's...
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Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually  contain...
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Luxury Brand Retail Survey in China – Q2 2019 (LVMH, Kering, NKE, EL)
Monthly surveys include the following store buyers and merchants: Sunshine DFS, Galeries Lafayette Beijing, Lane Crawford HK, Vivienne Westwood,...
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U.S. Equity Strategy:Â Outlook Deteriorating; Upgrading Staples
In this report we outline important technical levels to watch for U.S. indexes and highlight several negative developments which lead us to a more...
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Estée Lauder / Puig: Talks Collapse as Execution Risk Prevails
Estée Lauder and Puig terminate merger talks after financing, governance and Charlotte Tilbury-related complications proved too difficult to resolve.
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