Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believeĀ developed international (EAFE) will remain in a leadership...
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Donkiās Overseas Strategy Seeks to Avoid Pitfalls That Hurt Its Retail Compatriots
In our previous report (A Stallion in āDonkiā Clothing? ), we had highlighted Don Quijote Holdings Co Ltd (7532 JP) 's plans to continue its...
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Focus on Emerging Cities: Best Prospects for Apparel Retailers
Global apparel sales are forecast to rise by USD156 billion from 2016 to 2019 (measured in current prices), provided economic growth evolves...
291 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
1.1k Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
782 Views