CFA SINGAPORE INSIGHTS

'Please, sir, I want some more': Understanding food producers

IT is the essential thing that magnetically pulls us from our desks at mid-day, soothes family disagreements, or keeps us happy while watching a box set at the weekend. We are talking about food. Behind all those sweet and savoury pleasures lies a peculiar and sometimes complex industry - food...

CFA SINGAPORE INSIGHTS

The business of utilities

WHEN electricity was first supplied to homes, it triggered strong emotions. People were delighted and amazed especially when there was light in the night - unbelievable just with a flick of a switch. This sense of bewilderment was also accompanied by an equally strong emotion - utter horror. The...

CFA SINGAPORE INSIGHTS

Because you're worth it: understanding luxury retail

DOPAMINE. It's the pleasure-inducing brain chemical released when we treat ourselves to something new. And the surge of elation we get when we go to the cash desk and discover there's an additional 30 per cent discount? Well, that's the dopamine kicking in BIG time....

CFA SINGAPORE INSIGHTS

Undercover analysis: assessing insurance companies

INSURANCE is a curious sector. In years gone by, it has been regarded as something of a cash cow, with the likes of Warren Buffett treating the float as a source of money to be invested elsewhere.

CFA SINGAPORE INSIGHTS

Spinning the wheel of fortune

There is an old Chinese saying: "For every ten gamblers, nine will be losers". This may be the case for a down-at-luck gamer staring in shock at the card table, but the casino itself may not be on a winning streak either....

CFA SINGAPORE INSIGHTS

A supply chain of tools - making the right investment moves with logistics service providers

LOGISTICS form the backbone of the today's supply-chain ecosystem, ensuring that people and goods are transported efficiently from one point to another, on time, in good condition and at competitive prices. The sector is also evolving rapidly, as advances in technology respond to...

CFA SINGAPORE INSIGHTS

Investing in an airline company? Here's what to look out for

PERHAPS it's the thrill of voyaging to a far-flung place. Maybe it's the teasing prospect of a seat or, indeed, earnings upgrade. Whatever our reasons, we remain seduced and frustrated by the airline industry....