Egypt on the brink
In the wake of what looks to be the second most deadly terror attack since 9/11 (the first being the horror that was Beslan), we look at the local...
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The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
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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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Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
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CHINA: Reform & Omnipotence Myths Dispelled
‘Pay no attention to that man behind the curtain’ - Wizard of OzThe nature and scale of Beijing’s reaction to the bursting of the China equity...
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