U.S. Equity Strategy: The Tweet Heard ‘Round the World
As we write this, the tweet from President Trump regarding an imminent spike in tariffs on Chinese goods has caught financial markets around the...
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Bits and Bytes: Facebook's Project Libra.
Facebook Inc A (FB US) aspires to create a Weixin similar on a global scale, with the potential to also encompass a digital identity. But how will...
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Pinterest IPO: Time to “Pin” It
Pinterest Inc (PINS US) will be the latest Silicon Valley social media company to go public this week. Pinterest has set an IPO price range of...
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India Payments | What Really Matters and Suggested Channel Checks
Can Alibaba Group Holding (BABA US) 's Alipay and Tencent Holdings (700 HK) WeChat pay replicate their success in India? With the world's second...
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Pinning a Narrow Moat Rating on the Pinterest Board
Profitability is in sight as we foresee Pinterest Inc (PINS US) taking a pinch out of the global digital advertising market.In our view, Pinterest,...
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