Huifu Payment IPO Preview: Peel Back the Layers to Unearth the True Picture
Huifu Payment Ltd (1806 HK) is a leading Chinese independent third-party payment service provider backed by Bain Capital (22.5% shareholder) and...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
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Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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