China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
1.5k Views
Volkswagen Scandal Positive for Chinese Auto Manufacturers
We believe the impact of Volkswagen's diesel scandal on the Chinese auto market is likely to be reputational in nature. However, the fallout...
291 Views
A herd of fine horses are starting to head back to their home market
Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...
466 Views