Blockchain and Central Banks
As I noted in my post from a fortnight ago, Blockchain in the Financial Services Industry, central banks are taking greater interest in blockchain...
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US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
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LINE: Biggest Tech IPO in 2016 (Part 1)
LINE is expected to be the largest tech IPO globally in 2016. This is Part 1 of our three parts reports on LINE IPO.Investment positives of LINE...
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BIDU: Advertising Headwinds Mount. Guidance Cut.
We recently reduced our numbers for BIDU on concerns about the impact of a recent issue with a military hospital on advertising. New regulations...
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Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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