Trump & The Morning After the Night Before
As we come to the end of potentially one of the most transformative nights in global history it now seems almost certain that Donald Trump will be...
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On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Our Ultimate Stock-Pickers Top 10 New-Money Purchases
Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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