The luxury exit door is still wide open
We looked back at our many and hitherto futile warning flags about the extended exposure of Europ...
Beijing’s pressure on the entertainment industry could pressure luxury demand
Beijing has started to put pressure on entertainment and public media industries to eliminate the neg...
LVMH does not fit with 'common prosperity'
The luxury industry, including LVMH, experienced its biggest decline since the pandem...
Coverage initiation: Bankinter
We are initiating coverage of Bankinter which is the Spain’s sixth-largest bank. It was founded in 196...
Coverage initiation: HelloFresh
We initiate coverage of Hellofresh, the global leader in the growing meal-kit market, with a Buy re...
China phase II
The Chinese Communist Party's celebration of its first century in power was a perfectly oiled a...