Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually  contain...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
1.5k Views
Luxury Brand Retail Survey in China – Q2 2019 (LVMH, Kering, NKE, EL)
Monthly surveys include the following store buyers and merchants: Sunshine DFS, Galeries Lafayette Beijing, Lane Crawford HK, Vivienne Westwood,...
582 Views
Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
701 Views
Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
790 Views