South Australia's Electricity 'Crisis' and Elon Musk: Saviour or Self Promoter?
A remarkable twitter exchange between Elon Musk and Australian tech billionaire, Mike Cannon-Brookes, has captured the imagination of Australia's...
272 Views
BMW AG Earnings Foreshadow a Difficult Transitionary Period Ahead
Profits at BMW AG fell 2.2% in 2016 to just under EUR9.4 billion in 2016. The decline came as the company ramps up capital expenditures in a bid to...
341 Views
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
1.8k Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
240 Views
China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
216 Views