Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in...
185 Views
Trump and China; the Calm Before the Storm?
The new US administration is heading towards a stand-off with China over trade by eschewing the incremental approach of Obama’s administration in...
211 Views
Warren Buffett's Two Buckets & The Dilemma for Value Vs. Macro Investors in Emerging Markets in 2017
Warren Buffett has mentioned that he has two buckets of paper on his working desk – One bucket is for companies and industries that he tries to...
309 Views
Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
201 Views
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
229 Views