Italian Chaos Jolts Markets, US Trip Notesā¦
My view in the 17th May note that the ābond vigilantesā would be unleashed on Italy has transpired even faster than I expected with the 10-year...
218 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
2.9k Views
US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
307 Views
If Reckitt Benckiser Buys Mead Johnson Then Is a Home Care Spinoff Next?
Reckitt Benckiser Group (RB) is currently in āadvancedā talks to buy Mead Johnson Nutrition Co for USD16.7 billion, in a deal that makes little...
555 Views
Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
530 Views