Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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Our Is the Demise of the Diesel Imminent or Exaggerated?
A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...
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The 3D Printing Revolution and Its Impact on the Apparel Industry
A Possible Future Disruptive Technology ? In our opinion, as fashion trends change to reflect the values and cultural identity of the times,...
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Aequitas: Chando Global Pre-IPO - The Negatives- Â Inconsistent Growth and Margins
Chando Global Limited  (CG) is looking to raise at least US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positve...
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