…In this environment, correlations across regions and risk markets should remain significantly lower than in past years. Various markets may seem to behave “inconsistently” with others, but we caution against expecting simple mean reversion, given our view of the reduced impact of...
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… at all, re-patented in China and “legally” produced with government protection; reverse engineering;'® “imitative innovation” (&#l¥1)"” with or without the innovation (also called “imitative remanufacturing” #(#0ti&) ;* and marketing the pirated product without or with its orig...
…isal announced on Tuesday an invitation to his Iranian counterpart to travel to Riyadh to enter negotiations over the rival countries' "differences." HOUSE OVERSIGHT 031572 Saudi and Iran, powerhouses of Sunni and Shiite Islam respectively, presently support opposing sides in man...
¢ The moderates among Arab rulers are unable (and also unwilling) to float this common interest and turn it into policy — because they worry how their people would respond. This is how the Palestinian issue is related to possibility of an overall agreement in the Middle East. e...
… received fellowships from Echoing Green (2013), Ashoka (2014) and The Aspen Institute (2015). girltrek.org @GirlTrek Vanessa Garrison Health activist As COO of GirlTrek, Vanessa Garrison encourages African American women and girls to get out and take a walk. ‘Vanessa Garriso...
Equity styles UBS View Prefer value and large caps in Europe, mid caps in US ¢ We recommend that investors look for value opportunities in Europe: The cheapest stocks within each sector are at extreme relative valuations, which should begin to normalize. Within Financials, howev...
…s (such as Inditex), which could question the sustainability of Al Hokair’s franchise model. Jarir: exposed to NTP innovations What if Apple enters Saudi Arabia Should Apple enter Saudi Arabia, it would negatively impact the Apple resellers such as Jarir as the majority of the...
Arabia and the Gulf States, Jordan, Egypt and perhaps even Turkey (which is not Arab). The focal interest is the struggle against radical Islamic terrorism and against Iran's hegemonic and nuclear intentions. ¢ The challenge for us is based on there being, apparently, only one w...
…era of big bets. We need to define our objectives and spot moments when we should lead and take a big bet. Maghan O: advancing our interests w a Lead from behind or a light handed approach will only work if a numner of assumptions are accurate (eg Muslim Bro will moderate; monar...
…ns. Remember, ISIS’ military leadership largely is drawn from Sunnis who were a part of Saddam’s military; they are motivated by revenge for how they have been treated by the Shia-dominated post-Saddam Iraqi government.) Last week’s Metrojet bombing in Egypt, the suicide attack...
CHINA + Got: i Initiative marks transition of grand vision By Robert Lawrence Kuhn | China Daily | Updated: 2017-05-13 08:55 4 =| LI MIN/CHINA DAILY The Belt and Road Forum for International Cooperation marks a transition of high symbolism in President Xi Jinping's grand vi...
…solid growth from the regulated names, and a total return argument can still be made that justifies the current premium valuation of US utilities, we do see capex growth starting to level off. This is the opposite of what will happen in Europe and Asia, where we expect regulatory...
…etter.com/?qs=0f91f67b3ff3eb403fb9e30a8210cc4cc9c04f6ba402c078235f9137198dd63fb2d926914c2b6588> Some people do yoga on vacation; others go for the occasional run. This week we're thinking a little more... adventurously, from active escapes at Travaasa Hana in Maui to racecar dri...
invasion by striking targets in the Soviet Union and Eastern Europe, North Korea presumably plans to defend itself, should war erupt on the peninsula, by threatening U.S. regional allies and targets in the United States. North Korea's mission requires small, lightweight warheads...
therefore urged President Franklin D. Roosevelt to withhold aid. Now Johnson found himself fighting pragmatism with pragmatism. It did not work; he lost the nomination. Ironically, the vicissitudes of regional bloc voting forced Kennedy into selecting Johnson as his running mate...