What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
387 Views
Trump & The Morning After the Night Before
As we come to the end of potentially one of the most transformative nights in global history it now seems almost certain that Donald Trump will be...
367 Views
On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
356 Views
ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
543 Views
The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
500 Views