NASDAQ 100: Facebook Is the First Crack in the Wall, and Headed for 148 Minimum
We were asked of Facebook during the week: Is it the first brick in the edifice to begin falling?It looks like it, given the recently-completed...
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ROTI: Bread Goes for Abroad and Digitization
Angus Mackintosh covered Nippon Indosari Corpindo Tbk Pt (ROTI IJ) in one of his many insights. I will try to wear my Indonesian hat and offer a...
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Facebook, Cambridge Analytica, & Blockchain - Who Owns the Data?
Nearly $45 billion dollars worth of market cap has been shaved from Facebook Inc A (FB US) since the Cambridge Analytica data scandal. This is more...
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China Online Video - Live Broadcasting Is a Powerful Monetization Tool for YY Inc and MoMo
New Street Research has been positive on online video in emerging markets (see EM Telcos: Video Growth Drives an EM Wireless Growth Inflection). In...
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Digital Payment in India: What’s Working and What’s Not
Digital transactions in India went through a sudden jump post demonetization in Nov’16. Notes in circulation to GDP ratio fell from 11.5% in Oct’16...
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