A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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Dairy Farm International: Who Moved My Cheese?
Complacency makes Dairy Farm a perfect shortDairy Farm Intl Hldgs Ltd (DFI SP) has enjoyed being an oligopoly in Hong Kong and Singapore’s...
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Whole Foods: What's Happening Right Now Before AMZN Deal (And if in US, Get over to a Store Now)
Whole Foods is going through massive changes right now. You can save hundreds of dollars now. But there is a big downside coming for some...
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JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
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Second Half 2017 Outlook: Where to from Here?
Our investment strategy remains closely linked to the normalisation of interest rates globally and the domestic cash rate on hold. Our expectation...
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