Silicon Stories#1: Intelligent Shopping (The Rise of Amazon Go)
Following on last year's Silicon September, we introduce a new tech series starting with the Amazon Go concept and possible applications &...
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XiaoMi Is a Threat to Amazon and Alibaba, Not Samsung
Global sales of XiaoMi’s smartphones are projected to hit 65.6 million units in 2016, a 5% decline over the previous year. The decline contrasted...
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US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
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Blockchain & Provenance
While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain...
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2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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