G-20/Tech War/Consumption/Carrefour Quits/Bonds
China News That Matters Big in Japan Huawei on stage as digital iron curtain falls Milk not Merc: cautious consumers disappoint Just not worth it...
659 Views
Visit Note | The Case For "Kirana" Stores & Their Fight with Modern Retail
The focus of this Insight is the Food Retail business in India, that is witnessing intense competition. The food retail or the grocery retail...
1.4k Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
836 Views
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...
1.3k Views
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...
588 Views