Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
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Weekly Innovation Review (WIRE) #23
Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more...
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Nintendo – Nintendo Targets AR as Sony Consolidates VR
There are signs that the gaming world could split between strong AR implementations by Nintendo and strong VR implementations by Sony.
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Bilibili Secondary Listing - Volatile but Should Be Hot
Bilibili plans to raise around US$3bn in its secondary listing in Hong Kong. We have covered the background of the deal in our earlier notes. In...
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Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
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