Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity
Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...
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Z Holdings (Buy) - Asian Fintech App IPOs Highlight Potential PayPay Upside
Upcoming IPOs for two Asian fintech companies provide some insight on what Z Holdings PayPay can become once it starts to monetize its business....
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Softbank Group - Vision Fund’s Public Companies on Wild Ride to End Quarter in the Black
Vision Fund's portfolio moved into the black for Q1 thanks to IPOs and some amazing qtr-end moves by a few VF stocks. Report includes updated...
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Paytm: From Digital Wallet to 'Post-Paid' Credit – Can This Strategy Pay Off?
Paytm , India's largest mobile wallet, is gearing for its IPO even as it continues to diversify. Its latest focus is the micro consumption based...
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Global Emerging Markets Weekly: 11 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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