Getting Back to Business

Whatever happened to September being the month we all come back to from our various summer exploits to get back to business? The news flow about geopolitical issues has been…

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Investing in 2017…

In this most politically turbulent of years we examine what political risk means to investing, Investing in 2017… Posted on Jun 2017 Political risk means all 2017 investment bets are…

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The Year of the Rooster

It is the Chinese Year of the Rooster and there is quite a lot to crow about. The US and European economies have continued their strong performance, reflected in sustained…

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Companies not Markets

Companies not Markets Posted on Feb 2017 “The premiumization continues in the US market, the more you go up the ladder, the stronger the growth… For China… there is a…

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