US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
427 Views
Marketnomix Insight: China
Industrial production in China appears to be stabilizing above the 6.0% level Impact of the economic and political policies of the incoming US...
390 Views
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
440 Views
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
377 Views
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
294 Views