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  1. Alibaba Who? Indian Consumer Tech Comes of Age

    It’s not easy being an Indian consumer tech company. Not only do you have to operate in a fiercely competitive environment and navigate India’s infamous state bureaucracy, but there are also those pesky China comparisons to deal with.  

  2. Why Bearish Politics is Catching Up with Bullish Markets

    Investors could be forgiven for becoming blasé about political risk in recent years. For a long time, regardless of what chaos disrupted politics, from Donald Trump’s election to Brexit, to the threat of nuclear war on the Korean peninsula and unclear election results across Europe, markets continued to rise serenely. Until recently.

  3. Get Ready for China’s Great Wall of Money

    Excited about A-shares joining the MSCI? Can’t get enough of Stock Connect? Investors are preoccupied with getting access to China and for good reason. But arguably far more significant for global markets is the billions of onshore renminbi that is increasingly looking for a home offshore.

  4. Forget the Tech Wreck, Think About Star Trek

    Investors might be forgiven for squinting through their fingers at tech stories recently: it’s been pretty grim reading.

  5. Snapchat: Not Just for Kids

    Did your daughter teach you how to Snapchat? Mine neither. But Snap Inc. Chief Strategy Officer Imran Khan, speaking at the 2018 Credit Suisse Asian Investment Conference Luncheon Keynote on Day 1, said he was pleased with the growth of the older demographics in Snapchat’s user base.