EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
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Aeon Ends The Body Shop Franchise
Aeon Co Ltd (8267 JP)Â has spent the last five years divesting itself of its foreign franchises outside the food category. The latest and last of...
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Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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2019 Alibaba’s Singles’ Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this year’s Double 11 Festival, on live streaming, brand merchandisers’...
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Estee Lauder China Q3 2019 Survey: Accelerating Momentum Aided by Unauthorized ReSeller Transactions
FQ1 2020 Estimates:Based on our offline store checks in mainland China, we see continued sales growth momentum for Estee Lauder Companies Cl A (EL...
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