Best Logistics Technologies Reportedly Prepares for $1bn+ IPO
The Wall Street Journal, citing anonymous sources, reported on Tuesday morning (NYC time) that Alibaba Group Holding Ltd (BABA US)-backed Best...
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Sony (6758) Readthrough from Universal / Spotify Deal
Spotify’s deal with Universal Music paves the way for a renewed deal with Sony Music, one that could work to the advantage of both Spotify and...
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Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP
Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...
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Why Commerce Players Must Invest In Artificial Intelligence
There is no way to spell “retail” without AI. The power of artificial intelligence (AI) to transform the consumer journey dominated the...
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Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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