Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
296 Views
Thai Restaurants (Part 3): The Minor League Teams
When you add these fringe players to the original list of big leaguers in our previous episodes, you'll note that there's almost a dozen players in...
189 Views
Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
125 Views
Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
168 Views
Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
193 Views