Kid's Stuff in Thai Equities
As mentioned earlier in The Greying of Thailand, Thailand's low population growth (0.8%) can be attributed to many reasons such as gender imbalance...
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Sector Capsule: Skin Care in the US
Skin care posted healthy current value growth of 5% in 2017, to reach USD18.4 billion. The demand for efficacious and multifunctional skin care...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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Machine Trades with a Hammer and Taking the Other Side (Trading the Vol Beneath the Surface)
The recent sell-off and bounce back of Target Corp (TGT US) (Beta of 0.4 – 0.6!!) last week tells a story of volatility not told by the VIX Index...
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Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
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