ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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JD 3Q16 Earnings: Revenue and EPS Beat; Guidance Implies Upward Consensus Revision
What You Need to Know JD reported revenues of RMB60.7 billion, 38% higher YoY, while earning an adjusted EPS of US$0.03. Revenue beat analyst...
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JD.com 3Q16 Earnings Preview: Can Growth Beat Alibaba Again?
Since JD.com’s latest earnings release in August, the Company’s stock price has experienced several upticks – increasing by a total of 7% in the...
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Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
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