ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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NetDragon: Quality Business with Limited Downside & Unlimited Upside. Value or Growth? Why Not Both!
NetDragon (“ND”) is a true innovator as a Chinese internet company. In addition to online game development and operation, ND has built two...
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Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
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Artificial Intelligence & Internet of Things: Making Sense of It All
As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...
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Growth in Foodservice Amidst Slowdown in China: The Starbucks Approach
For years, China’s double-digit economic growth attracted global operators in all industries, including foodservice, looking to meet a seemingly...
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