Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US)Â paid US$800 mn increase its stake in money-losing logistics...
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Westfield Makes Right Moves in Battle for Customer
The outlook for Retail REITs is more clouded than usual given the uncertainty as to long-term implications of the shift towards digital retailing....
176 Views
Hello, HelloFresh: German Meal-Kit Firm's Flexible, Asset-Light Model Bests Blue Apron's Approach
Introduction: Hello, HelloFreshBerlin-based meal-kit company HelloFresh plans to list in Frankfurt soon, and hopes to raise as much as 300 mn Euros...
468 Views
China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
286 Views
Microsoft Corp – Mixed Reality Or Mixed Reactions?
While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...
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