Chatbot - Unrealized Upside for Kakao
I guess we can't really disagree that the global chatbot market is growing at a rocket speed. More importantly, this chatbot does not seem to be...
309 Views
2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
320 Views
Amazon Go's Just Walk Out Technology - A Retail Shoping Revolution by IoT?
What's new? Amazon introduced an Amazon Go store by integrating inventory management and AWS with various sensors and deep learning A.I., that...
177 Views
Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
585 Views
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
204 Views