Here comes the sun…

The Chinese Solar Industry has endured a miserable decade. A classic tale of overcapacity spurred by easy credit and government subsidies. In particular, the Renewable...

Is China a Turkey?

With emerging market woes hitting headlines, we analyse if China will follow suit…   Emerging markets have been a market darling through 2016 to 2018...

High on Fibre, Low on NBN

“Carnage” is a word that comes to mind when thinking about the Australian telecom industry at the moment. Shares of major telecom players are down...

Short Hedge Funds, Long Tacos

At KIS we believe it’s important to seek out business and thought leaders as a source of knowledge and inspiration. In particular, observing the processes...