Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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ROTI: Bread Goes for Abroad and Digitization
Angus Mackintosh covered Nippon Indosari Corpindo Tbk Pt (ROTI IJ) in one of his many insights. I will try to wear my Indonesian hat and offer a...
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Facebook, Cambridge Analytica, & Blockchain - Who Owns the Data?
Nearly $45 billion dollars worth of market cap has been shaved from Facebook Inc A (FB US) since the Cambridge Analytica data scandal. This is more...
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Cafe De Coral - Tough Time Ahead as Upside Is Limited
Cafe De Coral Holdings Ltd (341 HK) seems to be the Hong Kong's people's food canteen. Delicious local food at affordable prices keeps the locals...
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Baidu 百度 2017 Q4: Back to the Future
Leading Chinese search engine Baidu 百度 had a good quarter to end 2017. With revenue growth on a firmer footing, a management that has successfully...
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