AMZN Gets Challenged...As COGS Rise...And Service Quality Hits Plateau
Amazon has got bigger problems than Trump or his dislike of the Washington Post, or questions surrounding third-party provider tax...
174 Views
U.S. Equity Strategy
Our long-term bullish outlook remains intact. The weight of the evidence still points to further upside, allowing, of course, for occasional...
561 Views
Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
510 Views
Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US)Â paid US$800 mn increase its stake in money-losing logistics...
583 Views
J&T Global Express Q126 Parcel Volumes | Strong Growth, but Only Outside of China
J & T Global Express reported Q126 parcel volumes that showed strong growth in SE Asia and developing markets outside of East Asia, but modest...
240 Views