Republican Healthcare Plan Implodes, as Quant Investing Boom Fails to Deliver...
The shambolic Republican healthcare reform effort is now dead – a vote to simply repeal Obamacare without any replacement looks unlikely as the...
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TMB Vs SCB: Bancassurance Ain't Big Enough for the Two of Us!
TMB seems to have stole the rug from under Thailand’s banking titanSCB recently when it inked a 15-year selling agent deal with FWD Insurance worth...
286 Views
Canadian Canaries in the Basement, China Insurers Attractive…
Canadian household debt to GDP stands at a record and about 70ppts higher than the US - house prices are at historically high levels versus...
171 Views
China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
190 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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