Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and 'smart' - our phones are packed with ever more functionality, we can surf the net directly...
1.5k Views
Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
461 Views
HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
432 Views
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
384 Views
U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
364 Views