PRADA (1913. HK): Improving Brand Equity to Fuel Its Long Term Growth
Luxury industry stays resilient given increasing disposable incomes of high-end consumers. We review Prada's strategies and its long term growth...
271 Views
Hermes: An Increasingly APAC-Driven Story
The French heritage story has been increasingly APAC-driven in recent years and can very likely continue to benefit from rising emerging Asia in...
456 Views
Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
479 Views
LVMH/Tiffany: Victoria’s Secret Doesn't Challenge Deal Collapse: An Increased Risk of Deal-Breaks?
In a surprising twist, Victoria’s Secret parent owner L Brands Inc (LB US)  decided to drop its countersuit against private equity firm Sycamore...
698 Views
LVMH – Tiffany Deal: Bernard Arnault Makes Another Big Splash
Tiffany (TIF US)Â is an American jewellery company focused on hard luxury items such as jewellery and as well as silver and diamond...
519 Views