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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Silicon Stories F: Rebooting Microsoft
Thinking Outside the Xbox. In Satya Nadella's bestseller Hit Refresh (which sold out in Thailand during the first week!), the third Microsoft CEO...
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Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
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No Country for Angry White Men: The Rapid Response to Marc Faber's Rant
Marc Faber, the long time stock strategist and ex MD of Drexel Burnham (HK) during HK’s go-go 1980s, has drawn himself into a battle on race...
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The Week That Was in NorthAsia@Smartkarma: Kobe Steel, SK Tomorrow, & Trump Plans to Visit DMZ
There were 20+ research gems in this week's The Week That Was in NorthAsia@Smartkarma. We want to highlight four reports in particular. There were...
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