The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
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How a Trump Presidency Might Be Good for the Chinese Economy
There has been enormous amounts of hand wringing about what a Trump presidency will mean for economic relations with China and the Chinese...
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'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
352 Views
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
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Early Look at October Chinese PMI
After facing troubles in the beginning of year from the weak economy, the Chinese appears to be further stabilizing during the third quarter. By...
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