Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
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Sloth Vs Ninja; King Kong Awaits
Shares of Singapore Post recently climbed ~5% because e-commerce giant Alibaba got the green light to increase its stake in the postal company. Is...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I:Â Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
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JD 3Q16 Earnings: Revenue and EPS Beat; Guidance Implies Upward Consensus Revision
What You Need to Know JD reported revenues of RMB60.7 billion, 38% higher YoY, while earning an adjusted EPS of US$0.03. Revenue beat analyst...
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