Stock Market Outlook: Stocks Start to Look More Attractive
We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...
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The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
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Whisky - Rarer the Richer
Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...
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Asia Calling: Measure for Measure - Why Fed Tightening Is Great News for High-Beta Assets
* Concerns over China, the US and oil have driven this year's market slump, not the Fed* Yellen's Fed is likely to enact the most 'measured'...
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Internet of Things Will Change the World (Part 4) - Korea; Security & Telecom (Friend or Foe?)
Internet of Things Will Change the World. In part four of our series, we highlight the structural impact of IoT on the security industry in...
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