The E-Commerce Retail Battle for India Heats up as Alibaba Steps In
India is an internet retailing hotbed. The past decade may have favoured the China over India economically, but with a booming population and...
246 Views
Softbank 2.0 Is Coming But, for Now, Upside Is Driven by Sprint/Alibaba.
Softbank's (9984 JP) acquisition of ARM and the establishment of the Softbank Vision Fund (SVF) are the initial moves to establish the group's next...
384 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
741 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
6.4k Views