Consumption Diary: Retail Trends - Online Seeks Offline to Spur Growth; Plus Picks @Smartkarma
Highlights of this week's consumption diary: Retail trends in Grocery: Click n Mortar gaining ground. Recent reports of  Amazon acquiring control...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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China Live Streaming: Music Live Shows Slow DownďźGame Live Streaming Rising
General slowdown in music live show streaming⢠We see there has been a general slowdown of music live show streaming because of the rise of other...
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China Online Video - Live Broadcasting Is a Powerful Monetization Tool for YY Inc and MoMo
New Street Research has been positive on online video in emerging markets (see EM Telcos: Video Growth Drives an EM Wireless Growth Inflection). In...
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Milian Technology IPO Valuation Analysis: A Dating App Company May Seek Unicorn Valuation In HK IPO
I have a positive view of upcoming IPO given the company's rare combination of explosive revenue growth, strong paying user conversion rate, viral...
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