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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TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years
TSMC's 30th Anniversary Celebration ForumTaiwan Semiconductor Mfg. Co. Ltd. (2330 TT) is holding its 30th Anniversary Celebration Forum on October...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations â especially amongst tech-savvy, urban Millennials â blockchain is a...
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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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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)Â paid US$800 mn increase its stake in money-losing logistics...
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