EMEA Industrials: Global Consensus Overweight
Over the last 6-months, cash flows into EMEA Industrials have been among the highest across all sectors, with inflows of $1bn, more buyers than...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
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Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?
In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...
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Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
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