Digital Payment in India: Whatâs Working and Whatâs Not
Digital transactions in India went through a sudden jump post demonetization in Novâ16. Notes in circulation to GDP ratio fell from 11.5% in Octâ16...
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Sony (6758) - Might Yoshida Sell Sony Pictures?
After US traders got the implications of the Nintendo (7974 JP) results wrong (they sent the ADR 10% higher only to watch the shares lose 2% the...
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Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this weekâs global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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Bears Become Endangered Species, as Tech Faces Zeitgeist ShiftâŚ
Itâs rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for âmelt upâ...
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China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
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