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Michael on CNBC to Discuss the Consumer
The Consumer is alive and well! Thanks to CNBC  for having me on Street Signs. The discussion covered: Asia's Population Growth: 4...
May 28, 20241 min read


Travel Resilience: Why Vacations Remain a Priority Despite Economic Headwinds
"A secular trend that we see, people are seeking services and experiences and travel is the top of the list." This quote from the CEO of...
May 20, 20241 min read


50 minutes of Q&A on CNBC with Jack Dwyer.Â
The discussion with Will Koulouris includes questions from the audience and covers: ·        Single stock opportunities ·        The...
May 9, 20241 min read


Is China’s Temu a Threat to Amazon?
The E-Commerce Landscape Today Over the past two decades, e-commerce has revolutionised the conventional retail landscape, reshaped...
Feb 29, 20248 min read


The Ryder Cup of Markets. Will Europe fight back?
Over the past decade, US stocks have delivered a return ~4x greater than European peers. There have been valid reasons for this, with US...
Feb 26, 20241 min read


What you need to know about the China Lunar Holiday
The largest travel migration globally. 2.3 billion trips over eight days. What you need to know about the China Lunar Holiday: 1. Rail...
Feb 15, 20241 min read


What is happening in the largest asset class in the world? US Housing:
1. There isn't enough: Using a range of forecasts, the market requires ~3-4 million additional homes. Millennials are living with their...
Feb 5, 20242 min read


Video Gaming 101
Over two decades, the share of leisure time spent on video games in the US has more than doubled. The share is even greater for younger...
Jan 15, 20243 min read


The Growth of Millionaires in Asia
In the next 4 years, there will be an additional 25 million people with wealth exceeding $1 Million. A 45% increase compared to 2022,...
Dec 19, 20231 min read


Remembering my trip to Bangladesh
I made my first trip to Bangladesh in 2017 & personally invested in a local business in 2018. With 170 million people, Bangladesh is the...
Dec 18, 20231 min read
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