LINE: Biggest Tech IPO in 2016 (Part 3)
Our base case one year target price valuation for LINE Corp is 3,676 Yen (implied market cap of 772 billion Yen or US$7.6 billion), representing...
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Why Brexit (Probably) Won't Happen
The last few days have seen a maelstrom of opinions and recrimination after the shock referendum decision to leave the EU.The lack of a concrete...
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The Dark Side of Glocalization (Even if Investment Opportunities)
Last week in my notes I pointed to the investment world being upside down and there being too much risk to be fully invested.Let’s set aside...
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Will Brexit Break EM's Back?
Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is...
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Blockchain and Gold
Euroclear and itBit have announced a partnership to explore the development of a clearing and settlement system for the London unallocated gold...
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