China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
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Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
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AliPay's US$200mil Investment in KakaoPay - Reality Check
Alipay's Ant Financial and KakaoPay (to be split off in this April as one of Kakao Corp's affiliate) join hands to allow cross-use of their systems...
379 Views
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
400 Views
Experts See MoneyGram/Ant Financial Deal Clearing CFIUS with Heavy Scrutiny
A former policy adviser to the National Security Council told CTFN that the acquisition of MoneyGram by Ant Financial raises critical concerns...
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