Insurance - Berkshire's growth engine
"Insurance, a business I do understand and the engine that for 51 years has powered Berkshire's growth ' W.Buffet - Chairman's Letter to the Shareholders 2017
Pininvest Analysis
Does "luxury" still have meaning for Millennials ?
Demographics and retail formats in a tightly interconnected world create entirely new challenges for luxury brands
Hermès - Great 2017 Results and Strategy (2018 and beyond)
Is French luxury powerhourse Hermès [HESAY/OTC] on a roll ?
Pharmaceutical R&D efficiency - a fleeting imperative
R&D efficiency – though remaining quite difficult to measure in ‘productive’ terms – is fast becoming a key differentiating factor between pharmaceutical companies
Consumer products, a great game between pharma majors
Glaxo Smith Kline, just a few days after withdrawing as a potential buyer of the consumer health division Pfizer intends to auction, bought out the minority stake held by Novartis in their consumer healthcare joint venture
Diverging strategies of generic pharmaceutical companies
Economies of scale in the production of generics through acquisitions may have been tactical responses in the industry, but TEVA's travails throw unforgiving light on on diverging worldwide strategies
French luxury – a tale of two tycoons (and one family)
The irresistible rise of two powerbrokers, Bernard Arnault and François Pinault, expanding their sprawling business empires over 3 decades mainly in France and also in Italy
The Banks of the KBW Index
The banks of the KBW index are large cap financial institutions and money centers and the PowerShares KBW Bank ETF, tracking the index, has been very successful in 2017
US Energy Outlook 2017
Projections for US energy consumption as well as energy production through 2040 are obviously shrouded in uncertainty because of the interplay of multiple multiple factors over such extended time frames
Balancing risk and return expectations over the business cycle
With the launch of a number of low volatility funds, the fact higher risk may not after all – and over time – be rewarded with higher performance, as the theory suggests, has been given publicity