Miners in May 2018
Similar to the previous month, brewing global geo-political uncertainties (including trade war tensio...
Forever green
[dropcap]R[/dropcap]upert Murdoch is still a fixture of financial markets at 87. He no longer shows u...
French KHOL
[dropcap]T[/dropcap]hink of Kering, Hermes, l'Oreal and LVMH (khôl)...
Accor’s delicate shareholder relations
[dropcap]A[/dropcap]fter JinJiang internationals, Accor’s largest shareholder with 12.32%, HuaZh...
Has Food & Beverages lost its shine?
[dropcap]A[/dropcap]fter years of outperformance, the F&B industry seems to be somewh...
P/Book subliminal messages
On the mathematically correct view that P/Books are a function of ROEs, the 30 sectors tracked by ...