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...
236 Views
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...
327 Views
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...
1.5k Views
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,...
236 Views
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...
269 Views