The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
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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...
835 Views
Golden Eagle (3308 HK): Deteriorating Fundamentals with Years of Derating Ahead - SELL
Golden Eagle Retail Group (3308 HK) (“GE”) is a regional Chinese department store operator with heavy exposure to Jiangsu Province. GE, like many...
421 Views
Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?
In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...
220 Views
Intermarket Analysis (1): XLY Versus XLP
In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...
366 Views