Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
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World's IPO: 8 for Effort but Effort Isn't Enough in Japan's Tough Fashion Market
World Co Ltd (3612 JP) has been a private company for 13 years, using this time to make significant changes to its business, including slashing...
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Donki’s Overseas Strategy Seeks to Avoid Pitfalls That Hurt Its Retail Compatriots
In our previous report (A Stallion in “Donki” Clothing? ), we had highlighted Don Quijote Holdings Co Ltd (7532 JP) 's plans to continue its...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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