China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
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Sky / Fox:Â Timing Expectations, the Process, Dissecting BSkyB / News Corp
We present our thoughts on the regulatory review process for Sky / Fox and provide analysis of the timing of precedent deals to best understand the...
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US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
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Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
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The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
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