Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Global Equity Strategy
Overwhelmingly, and to take a line from our U.S. Compass report, recent declines have corrected the excess. Where many charts appeared stretched...
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21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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Hong Kong Connect Flows (April): $5.6bn Inflows
We estimate inflows to be $5.6bn from mainland investors to HK stocks in April. We highlight flows for China Mobile, CCB, Pop Mart Intl, ICBC, Yofc.
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21 Things Worth Knowing (#8)
In Today's Issue1. Saudi Crown Prince kick starts an anti-corruption drive in a bid to cement his power. So far 11 princes, 4 ministers and a...
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