China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.3k Views
People Dream of Owning a Ferrari
Ferrari: Initiating Coverage with a Wide Economic Moat Rating and a $50 Fair Value.Like the rich heritage of the Ferrari brand, we think...
389 Views
Morningstar: Global Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
354 Views
Volkswagen Scandal Positive for Chinese Auto Manufacturers
We believe the impact of Volkswagen's diesel scandal on the Chinese auto market is likely to be reputational in nature. However, the fallout...
290 Views
Distracted by the Distractions: Focus on Fiat Chrysler's attractive stock valuation
No-moat, 4-star-rated Fiat Chrysler's stock has 55% upside to our EUR 20 fair value estimate from its current trading level.Since the markets began...
331 Views