Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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ASEAN Consumer Staples: Sheng Siong (SSG SP)/Dairy Farm (DFI SP) Pair Trade
Sheng Siong (SSG SP) is a pureplay neighborhood-supermarket operator based in Singapore with attractive operating metrics. Dairy Farm Intl Hldgs...
626 Views
Razer's Bank Bid: Death Adder Overeating?
Gaming company Razer Inc (1337 HK), via its subsidiary, has teamed up with Singaporean entrepreneurs and Asian billionaires to apply for a full...
797 Views
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
532 Views
President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
679 Views