KT Skylife (053210): Biggest Beneficiary of Netflix Arrival to Korea
Will there be any significant correlation between the arrival of Netflix to Korea and KT Skylife (053210)? Well, this might be somewhat an odd...
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Netflix & Amazon Expand in Korea – Not a Coincidence
The nearly simultaneous timing of global industry behemoths, Netflix and Amazon’s expansion in Korea is no coincidence. After many years of...
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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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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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