Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul>
<li>In an era that’s increasingly defined by technology, geopolitics too has embraced the trend. Case in point, the Shanghai Cooperation Organisation (SCO) Summit.</li>
<li>This year, the meeting is taking place virtually, with India taking on the mantle of host, guiding the event seamlessly through cyberspace – or should we say the SCO Metaverse?</li>
<li>Let’s take a look at the main acts and what we will remember.</li>
</ul>


In an era that’s increasingly defined by technology, geopolitics too has embraced the trend. Case in point, the Shanghai Cooperation Organisation (SCO) Summit.
This year, the meeting is taking place virtually, with India taking on the mantle of host, guiding the event seamlessly through cyberspace – or should we say the SCO Metaverse?
Let’s take a look at the main acts and what we will remember.


The Great Game - A Drunk Uncle in the Metaverse

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

Equity Bottom-Up

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

<ul>
<li>Apple's stock reached an all-time high ahead of the 2023 Worldwide Developer Conference.</li>
<li>The company unveiled its mixed-reality headset, Apple Vision Pro, which could revolutionize communications and be a game-changer for the metaverse.</li>
<li>McKinsey predicts that the headset could be a $5 trillion opportunity by 2030.</li>
</ul>


Apple's stock reached an all-time high ahead of the 2023 Worldwide Developer Conference.
The company unveiled its mixed-reality headset, Apple Vision Pro, which could revolutionize communications and be a game-changer for the metaverse.
McKinsey predicts that the headset could be a $5 trillion opportunity by 2030.


History Could Repeat For Apple With A Hardware High

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Tencent, ByteDance gut metaverse units in virtual reality check</li><li>Xi affirms China’s commitment to restoring peace in Ukraine in phone call with Zelenskyy</li><li>British Airways resumes service to China after two-year hiatus</li></ul>

In Depth: Tencent, ByteDance gut metaverse units in virtual reality checkXi affirms China’s commitment to restoring peace in Ukraine in phone call with ZelenskyyBritish Airways resumes service to China after two-year hiatus

CX Daily: Tencent, ByteDance Gut Metaverse Units in Virtual Reality Check

Equity Analyst, LightStream Research

Shifara Samsudeen, ACMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Private Capital Markets

<ul>
<li>Founded in 2021 and headquartered in Seoul, <a href="https://www.smartkarma.com/entities/va-corporation" target="_blank" data-smartkarma-citation="entities:36876:1" rel="noopener">VA Corporation (VA KS)</a> has developed a virtual media platform for the metaverse industry.</li>
<li>Through the use of VR, the company’s metaverse platform provides services from planning and production to branding and distribution of content.</li>
<li>The company achieved the unicorn status within 13-months of its founding due to its proven track record, making it an attractive investment in the metaverse space.</li>
</ul>


Founded in 2021 and headquartered in Seoul, VA Corporation (VA KS) has developed a virtual media platform for the metaverse industry.
Through the use of VR, the company’s metaverse platform provides services from planning and production to branding and distribution of content.
The company achieved the unicorn status within 13-months of its founding due to its proven track record, making it an attractive investment in the metaverse space.


VA Corporation: One-Stop Metaverse Platform

Crypto in Sports, Sporting Crypto

Sporting Crypto

Crypto in Sports

Breaking down the intersection between Sports and Crypto

Intersection Between Sports and Crypto

Meta Platforms (Facebook) / Equity Bottom-Up

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

<ul><li>This weekend at the NBA All-Star weekend, we saw the NBA commissioner Adam Silver unveil an in-game streaming experience which had the internet in awe.</li><li>Many have decided to brand the ‘Metaverse’ a sham, a dystopian digital experience or something that just plain won’t work.</li><li>When Mark Zuckerberg changed Facebook’s name to ‘Meta’ to indicate the direction of travel he thinks the world is heading in — we should probably have sat up and said “there might be something there”</li></ul>

This weekend at the NBA All-Star weekend, we saw the NBA commissioner Adam Silver unveil an in-game streaming experience which had the internet in awe.Many have decided to brand the ‘Metaverse’ a sham, a dystopian digital experience or something that just plain won’t work.When Mark Zuckerberg changed Facebook’s name to ‘Meta’ to indicate the direction of travel he thinks the world is heading in — we should probably have sat up and said “there might be something there”

Sporting Crypto - 20th Feb 2023: The Metaverse Might not Suck