Two Big Changes to SHEIN's Business Model in Response to the End of US "De Minimis" Exemption
Now that fast-fashion giant SHEIN has finally filed offering documents in Hong Kong (July 27), we believe it's a good time to revisit the company's...
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GEM Weekly (21 Jan 2022): Chinese Macro Activity; JD.com, Ant Group, ByteDance, Kakao Corp
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Weekly Innovation Review (WIRE) #56
Headline Development A lot of momentum continues around the metaverse. A few people were close to the pin on Facebook’s new name…..MetaBook,...
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U.S. Equity Strategy: Cautious Overall; Favor Large-Caps & Growth; Key Supports Holding In The U.S.
The S&P 500 remains bullish, recently hitting our 4400-4406 target as large-caps remain attractive. As long as support at the 50-day MA and 4257...
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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