Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground
Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...
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Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
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Uber IPO Preview: Fast-Growing Uber Eats Has Become a Material Part of Uber (Part 2)
In publishing this piece we hope to achieve four broad objectives: To define and estimate the size and potential medium-term growth of the...
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Online Food Boom: Rakuten Walmart Alliance Goes Live
Rakuten-Seiyu Netsuper (RSN) went live last month, offering online food ordering and home delivery from 116 Seiyu stores across 16 prefectures,...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending November 13, 2018
Highlights of significant happenings this past week include: Feeding the Dragon - Weichai Power (000338 CH) adds to its global stable of...
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