Affirm Holdings' Moat: Why World's Largest Retailers Want Affirm
The story and thesis behind Affirm has drastically changed with the announcement of two new deals with the world's largest companies. Amazon and...
354 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
276 Views
The Polarising Pandemic in Japanese Retail
A complete review of the Japanese retail sector in the last 18 months, format by format, category by category, providing key trends and winners &...
437 Views
TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021
This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store...
357 Views
Sea Ltd (SE US) - Standing Ovation
Sea Ltd released another record quarterly result affirming its leading position in gaming and e-commerce in SE Asia, with some positive signals...
568 Views