The Brexit Saga Continues
After voting to leave the EU back in June 2016, Brexit is finally set to go ahead at the end of January. In the wake of this, demand for the British Pound should increase as the details of Brexit are understood.
Australia first. Germany next?
It has been a hallmark of the current US Presidency to threaten and even completely undermine its geopolitical alliances. The US military is losing its competitive edge, even the manpower of the US armed forces has been in structural decline.
Clothing-As-A-Service?
The sharing or on-demand economy is a mega trend that has penetrated multiple industries and disrupted many more. The retail industry might be the next in line to be disrupted by this trend. Read our detailed analysis on this topic here.
Economics of a Broadcaster: Sunk or Variable?
In this article we would examine the media industry – we will take a deep dive into the economics of the broadcasting business and how they have evolved over time.
Merry Christmas and Happy Holidays
It has been another year filled with twists, turns and challenges. We once again thank you for your ongoing support and the trust you place in us to preserve and grow your wealth.
Amazon Logistics is the company’s next big disruptor
Contrary to the mainstream market view that AMZNL is still in the early stages of rollout, the service’s ramp up has been exponential and it may continue to take share from the incumbent parcel companies at a faster than expected pace.
Tidbits from the world of retail
Key excerpts from the Morgan Stanley Global Consumer & Retail Conference in New York. The conference afforded us the opportunity to hear from a range of companies, keeping our finger on the pulse of the U.S. consumer, as well as scouting for new investment ideas.
The Big Business of Coffee
From a somewhat accidental beginning, coffee has grown into one of the most popular drinks in the world, generating a massive ~$560 billion per year according to Euromonitor. The U.S. is the largest coffee market in the world where ~$84 billion or ~15% of the global market is located which has been growing at a robust ~5% p.a. for the last decade and a half.
The shift away from a contrarian mindset
Why exactly are investors and society today becoming more binary in their thought processes? The core of investing is assessing probabilistic outcomes and so by thinking in binary outcomes or following market sentiment, it is possible to miss out on great contrarian opportunities.
A follow-up to Apple’s services strategy
Apple, known for selling premium hardware at a very premium price, appears to be taking a more elastic approach to pricing as the global smartphone cycle extends further into maturity.
