VW - Is Audi Going After Tesla?
All of a sudden, Volkswagen (VW) appears to have, admittedly very quietly, declared war on Tesla. Not content with an all-electric SUV based on...
191 Views
Cyberdyne: Citron Ups the Ante
Ever since Masayoshi Son brought his clunking fist down on CLSA for a "Sell" report on Softbank, sell-side analysts in Japan have been...
320 Views
Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
195 Views
Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
159 Views
JAPAN FLOW IV: Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
321 Views