Consumption Diary: Retail Trends - Online Seeks Offline to Spur Growth; Plus Picks @Smartkarma
Highlights of this week's consumption diary: Retail trends in Grocery: Click n Mortar gaining ground. Recent reports of Amazon acquiring control...
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Amazon's Twitch Is A Casualty Of Trumps Trade War
Beijing has banned Amazon's Twitch game-streaming platform as it was gaining market share. Could be a victim of growing trade war.HUYA is...
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Alibaba's India Game Plan - More than Meets the Eye; Investor Day Analysis (Part II)
Alibaba Group Holding (BABA US)'s unsaid India game plan - Actions speak louder than words. We put together Alibaba Group Holding (BABA US)'s...
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Last Week in GER Research: Meituan, IPO Trading Strategy, Shandong Gold, Maoyan and Viomi
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight that Meituan is closer to fair value...
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Industrial Real Estate: "Power Supply Is the New Ceiling Height"
“Demand for warehouse workers is growing faster than the labor supply, and that could drive up costs for fulfillment center operations as digital...
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