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...
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The 3D Printing Revolution and Its Impact on the Apparel Industry
A Possible Future Disruptive Technology ? In our opinion, as fashion trends change to reflect the values and cultural identity of the times,...
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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...
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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...
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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...
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