China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
1.7k Views
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,...
433 Views
Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
488 Views
Energy Transition: Brazil - Leapfrog to Electric
Leapfrog to Electric delivers a simple conclusion: Brazil’s ICE‑dependent transport system is an economic liability—and the upside from a rapid...
158 Views
Aequitas: Wuxi Lead A/H Trading - Weak Retail, Okish Institutional Demand
Wuxi Lead Intelligent Equipmen (300450 CH), raised around US$725m in its H-share listing. In this note, we talk about the trading dynamics.
271 Views