Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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Voice - The Next Big Computing Platform
Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...
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Thinking Through Baidu's Q2
Baidu's good Q2 results signal a climb towards a 45%+ upside, but risks remainBaidu had a good Q2 - it beat earnings expectations by 56%, and grew...
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Yahoo Japan (4689) Looks to Revive the Browser Game
Yahoo Japan's (4689 JP) move into “browser gaming for mobile”, announced last week, produced an underwhelming response in the stock market. The...
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LINE Theme Park in Bangkok: ASEAN Revenue to Grow?
LINE Corp (3938 JP) plans to inaugurate an indoor digital theme park in Bangkok later this year, in an effort to capitalize from the...
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