HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
298 Views
China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
274 Views
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
259 Views
U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
265 Views
Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
301 Views