Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
637 Views
SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
302 Views
Huya (虎牙) Live Streaming IPO: Granular Differences Between Huya and Douyu (斗鱼) (Part 2)
Following our previous note covering the fundamentals of Huya Streaming's business (link to previous note here), we would like to explore further...
1.2k Views
Riedel CNBC Interview - Opportunities in EM During Market Volatility
Please find below a link to a CNBC interview yesterday with David Riedel of Riedel Research on opportunities in Emerging Markets in the context of...
186 Views
Tencent and Ping An Sliding Toward Our Bear Objectives
Tecent and Ping An continue to work their way lower after our March 22 sell call. More importantly these bell weathers have a direct impact on...
222 Views