The Path to No Brexit
In my last piece I discussed why I thought an actual Brexit was unlikely despite the result of the referendum last week. This piece answers some...
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LINE: Biggest Tech IPO in 2016 (Part 3)
Our base case one year target price valuation for LINE Corp is 3,676 Yen (implied market cap of 772 billion Yen or US$7.6 billion), representing...
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China Internet Gaming: Increasingly Competitive as Tencent Expands
Latest data from AppAnnie for May indicates an uptick in competitive intensity for the Chinese market as Tencent expanded its top-10 presence...
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Why Brexit (Probably) Won't Happen
The last few days have seen a maelstrom of opinions and recrimination after the shock referendum decision to leave the EU.The lack of a concrete...
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The Dark Side of Glocalization (Even if Investment Opportunities)
Last week in my notes I pointed to the investment world being upside down and there being too much risk to be fully invested.Let’s set aside...
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