SHEIN Update: US$2 Bn Net, "Mid-Teens" Revenue Growth Targets Shared | New Challenges in France?
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...
591 Views
Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
583 Views
10-Year Treasury Yield Below Key Resistance; Buying Utilities, Consumer Staples, and Steel Stocks
Cyclical value areas are improving, but so are defensives. In order to get more bullish, we need to see the 10-year Treasury yield break above...
362 Views
Weekly Innovation Review (WIRE) #40
Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple
315 Views
Japan Telecom Sector: FY21 Will Be Tougher and More Competitive but Returns Can Still Rise
FY21 will be a tough year for mobile with 5% service revenue erosion but new services provide some offset and returns to shareholders can still...
393 Views