Revisiting Thai Media: Stronger than Initially Expected
The Quickie View. With the exception of BEC World, most of the Thai media stocks appear to be a little stretched in terms of valuations....
259 Views
Whale of a Deal! ZhongHong Buys 21% of SeaWorld, Extends Boom in Chinese FDI in US Entertainment
On Friday Seaworld Entertainment Inc (SEAS US) announced that Suzhou-based property and leisure conglomerate Zhonghong Holding Co Ltd A (000979...
283 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
812 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
905 Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
250 Views