Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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China Unlikely to Quench Beverage Firms' Thirst for Growth
We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and...
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Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
174 Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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