People Dream of Owning a Ferrari
Ferrari: Initiating Coverage with a Wide Economic Moat Rating and a $50 Fair Value.Like the rich heritage of the Ferrari brand, we think...
499 Views
Morningstar: Global Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
472 Views
Volkswagen Scandal Positive for Chinese Auto Manufacturers
We believe the impact of Volkswagen's diesel scandal on the Chinese auto market is likely to be reputational in nature. However, the fallout...
381 Views
Distracted by the Distractions: Focus on Fiat Chrysler's attractive stock valuation
No-moat, 4-star-rated Fiat Chrysler's stock has 55% upside to our EUR 20 fair value estimate from its current trading level.Since the markets began...
526 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
375 Views