Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

<ul>
<li>It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the lessons far more reliably and cheaply.</li>
<li>Ever faster processors, ‘deep learning’ algorithms and unprecedented amounts of tagged online data have allowed AI to challenge human accuracy in image and voice recognition and translation.</li>
<li>Recent applications include cataloguing images, assessing insurance claims, interpreting medical scans and legal documents and…</li>
</ul>


It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the lessons far more reliably and cheaply.
Ever faster processors, ‘deep learning’ algorithms and unprecedented amounts of tagged online data have allowed AI to challenge human accuracy in image and voice recognition and translation.
Recent applications include cataloguing images, assessing insurance claims, interpreting medical scans and legal documents and…


Rise of the Machines: The AI Arms Race…

Information Technology Consultant

Ishita Jain

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'. Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it. This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'.   Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it.   This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

Artificial Intelligence & Internet of Things: Making Sense of It All

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

Online games offer one of the best ways to monetize the growth of online traffic. The shift in sector revenue mix underscores that. <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent (700 HK)</a> and <a href="https://www.smartkarma.com/entities/17203" target="_blank" data-smartkarma-citation="entities:17203:1">Netease (NTES US)</a> continue to expand market share with latest data showing +7pp YoY (NSRe). The two firms accounted for around 72% of total online game revenue in China in 2016. We believe the migration of Internet traffic to mobile and the shift in mobile game engagement to mid- and hard-core titles has been of particular benefit to the large…

Online games offer one of the best ways to monetize the growth of online traffic. The shift in sector revenue mix underscores that. Tencent (700 HK) and Netease (NTES US) continue to expand market share with latest data showing +7pp YoY (NSRe). The two firms accounted for around 72% of total online game revenue in China in 2016. We believe the migration of Internet traffic to mobile and the shift in mobile game engagement to mid- and hard-core titles has been of particular benefit to the large…

China Online Gaming: Structural Shifts Reinforce Tencent and Netease. Tencent Remains Our Top Pick

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the ability to positively impact their business. This piece will outline the basics of the technology and will serve as a primer for how businesses today are looking to use it to create new valuable experiences and services now that will help drive future sales.

As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the ability to positively impact their business. This piece will outline the basics of the technology and will serve as a primer for how businesses today are looking to use it to create new valuable experiences and services now that will help drive future sales.

What You Need to Know About the Technologies of the Future and Retail Application—Virtual Reality

Machine Learning is going to be the key theme for IPOs in the next 5 years. Millions of companies are using it in a million different ways to change our lives. A good start to exploring this topic is to understand it conceptually and then move on to its impact on the industry. Whether we think Siri is cool or can't imagine life before Uber or simply use smartphones, it is worth our while to understand this powerful concept. Let's jump right in and get acquainted!

Machine Learning is going to be the key theme for IPOs in the next 5 years. Millions of companies are using it in a million different ways to change our lives. A good start to exploring this topic is to understand it conceptually and then move on to its impact on the industry. Whether we think Siri is cool or can't imagine life before Uber or simply use smartphones, it is worth our while to understand this powerful concept. Let's jump right in and get acquainted!

Machine Learning Is the Top Technology Trend - Are You Intrigued?

China

NetEase, Inc. operates as an leading internet technology company providing online services including content, community, communication, and commerce. The Company develops and operates online games, electronic commerce, internet media, innovative business, and other businesses. NetEase expands its businesses to Japan, North American, and other other international markets.

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NetEase (9999 HK)

Rise of the Machines: The AI Arms Race…

It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...

Sean Maher

Artificial Intelligence & Internet of Things: Making Sense of It All

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...

Ishita Jain

China Online Gaming: Structural Shifts Reinforce Tencent and Netease. Tencent Remains Our Top Pick

Online games offer one of the best ways to monetize the growth of online traffic. The shift in sector revenue mix underscores that. Tencent (700...

New Street Research

What You Need to Know About the Technologies of the Future and Retail Application—Virtual Reality

As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the...

Euromonitor International Ltd.

Machine Learning Is the Top Technology Trend - Are You Intrigued?

Machine Learning is going to be the key theme for IPOs in the next 5 years. Millions of companies are using it in a million different ways to...

Ishita Jain

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