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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Sony (6758) - Might Yoshida Sell Sony Pictures?
After US traders got the implications of the Nintendo (7974 JP) results wrong (they sent the ADR 10% higher only to watch the shares lose 2% the...
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Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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