Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
374 Views
Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
248 Views
Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) paid US$800 mn increase its stake in money-losing logistics...
396 Views
Westfield Makes Right Moves in Battle for Customer
The outlook for Retail REITs is more clouded than usual given the uncertainty as to long-term implications of the shift towards digital retailing....
120 Views
Hello, HelloFresh: German Meal-Kit Firm's Flexible, Asset-Light Model Bests Blue Apron's Approach
Introduction: Hello, HelloFreshBerlin-based meal-kit company HelloFresh plans to list in Frankfurt soon, and hopes to raise as much as 300 mn Euros...
285 Views