Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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The War of the Worlds (Part 3) - Going Nuclear
The War of the Worlds - Going NuclearJack Ma, Founder of AlibabaNuclear Attack from AlibabaThe news that Alibaba Group Holding Ltd (BABA US) will...
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Alibaba June Q Results Suggest Dramatic Improvement in Lazada Revenue, Up as Much as 291% Y/Y
One of the brightest spots in today's generally strong quarterly results for Alibaba Group Holding Ltd (BABA US) was the performance of the...
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The Shifting Retail Environment
When America's Tweeter-in-Chief singled out Amazon yesterday for “doing great damage to tax paying retailers” adding “many jobs being lost!” he is...
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