Chinese Logistics: Resist the Temptation to View Investment by Alibaba as a 'Stamp of Approval'
Why has Alibaba been investing in China's logistics sector?Where has Alibaba Group Holding Ltd (BABA US) been investing in China's logistics...
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2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
314 Views
The Foodservice Delivery Gold Standard: Market Drivers and Insights from South Korea
Foodservice delivery is a hot industry, but nowhere is delivery booming more than in South Korea, a market in which hyper-connectivity, an advanced...
201 Views
Where Is The Value in Chinese Express? We Compare ZTO, YTO, SF Express, & Preview Best Logistics IPO
Several weeks after its October IPO (and a fortnight after its maiden set of results) shares of Chinese express parcel carrier ZTO Express (ZTO US)...
1.3k Views
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
235 Views