Why Industrial Real Estate Rental Rates Are Generally Rising; by Double Digits in Some Markets
Global industry pure play leader Prologis Inc (PLD US) released a new presentation which highlights the favourable fundamentals for industrial...
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Last Week in GER Research: TME Delay Due to Spotify Weakness? MYOB, Ganfeng, Tongcheng, and NIU
Below is a recap of the key IPO and Event-driven research produced by the Global Equity Research team. This week we highlight that Tencent Music...
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Will Europe's GDPR Rules Cause Problems for Tech, Are AI & Wearables a Match, China Pushes AI Chips
Europe’s aggressive push towards consumer privacy rights has the potential to disrupt the business models of many large tech firms (i.e. Google,...
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Sony and the Battle for the Living Room
Friday saw the release of the latest Assassin's Creed outing: Assassin's Creed: Odyssey. Normally, this would be of interest to fans of the...
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SuperMicro China Hack. Bloomberg's Got It Wrong!
On October 4'th last week, Bloomberg published an article alleging that server motherboards manufactured in China by US-headquartered Super Micro...
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