The Week that Was in Greater China @Smartkarma: Party Congress, Education IPOs, BABA-AMZN Logistics
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of October 16th through October 23rd and features a selection of the...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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SCMA - Dire Straits Comeback - On the Ground in J-Town
A conversation with Surya Citra Media Pt Tbk (SCMA IJ) this week revealed a much more pessimistic view than expected about the state of the TV...
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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) paid US$800 mn increase its stake in money-losing logistics...
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SoftBank (9984) - Doubling Up on the VC Bet?
The suggestion that Softbank (9984 JP) is planning a second, larger, investment fund may well answer the question of what Son plans to do once...
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