Chinese Trucks & Cars Love Tires: How Rising Tire Replacement Demand Will Benefit Xingda (1899 HK)
China's car sales continue to increase annually and China's truck sales are on the rebound All cars or trucks need tires and they need to be...
567 Views
Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
847 Views
Toyo Tire & Rubber: Time for Harvest
Increase the weight in Asia Pacific model portfolio from 1.0% to 3.7% We increased the weight of Toyo Tire & Rubber Co Ltd (5105 JP) in our...
324 Views
US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...
246 Views
Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
520 Views