walmart

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Microsoft, Roche, Walmart: 3 stocks, 3 stories

In the current environment of low interest rates and massive fiscal support alongside an improving economy, there has been a significant amount of speculative...
Chad Padowitz
Talaria Asset Management

Walmart To Take Amazon HEAD ON in India

US based Global retail giant Walmart will buy a controlling stake of 77% in India’s largest e-commerce company Flipkart for US$16 billion, valuing the company at US$21...
Mugunthan Siva
India Avenue

The sky is not falling, but storm clouds are brewing

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to...
Jason Teh
Vertium Asset Management
Equities

Taxation will be a big risk for FANGs

Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think...
Amit Lodha
Amit Lodha
Fidelity International

Kerry Series: It’s the beginning of the story for Yowie

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