U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
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Global Labour Markets Are Starting to Slow Down – Time To "Lay Off" Recruit
Recruit Holdings (6098 JP)’s revenue exposure to the Japanese and global labour markets is around 84% which makes it cyclical and susceptible to...
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Renrui HR Technology IPO: Valuation Unappealing
Renrui Human Resources (6919 HK) is the largest company operating in China’s flexible staffing services market by revenue in 2018, accounting for a...
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Renrui HR Technology IPO Initiation: Not the Perfect Candidate
Renrui Human Resources (6919 HK) is the largest company operating in China’s flexible staffing services market by revenue in 2018, accounting for a...
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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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