Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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Walmart's Takeover of Flipkart Could Heat up India's Retail and Political Scene
Wal Mart Stores Inc (WMT US) announced the widely expected acquisition of majority stake in Flipkart, India's leading online retailer, yesterday....
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Jeff Bezos' Letter to Amazon.com Inc's Share Owners - Did It Hint on the Bid for Flipkart in India?
Jeff Bezos' views and values shared in Amazon’s annual letter to shareholders is as avidly discussed in tech circles as Warren Buffet’s letter in...
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Wal-Mart CEO Feedback – a Change of Strategy in Asia
We participated in a conf. call with the CEO of Wal-Mart International this week who gave some insight into Wal-Mart’s evolving M&A strategy in...
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What's Wrong With Blue Apron? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
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