New York, Beijing, Geneva

Mixed Bag

Unsure which side to bet on until the end of the year

Covid Hangover

Resizing

Semis need more rest after a multiyear bull market

Still a cyclical industry

Spotify(SPOT) vs Netflix(NFLX)

One stock at a time: Spotify (SPOT)

US IPO prices for the general public

Violent moves lately. Some companies are getting close to their IPO prices. Do your homework on the selection.It pays to wait and watch a broad list of IPO's a few months after the listing.Patience is very useful. 

LinkedIn: Ambitious, disruptive, highly profitable

Your are on your own

Weekly Newsbasket

Infrequent frequencies

Digital leaders: How large businesses are raising the bar

More and more companies are getting mature in the digital space. And the returns follow. Capgemini consulting in a recent study...

China: After the soft landing what now

Economic indicators out of China are confirming the soft landing. Structural imbalances such as the high importance of real estate and infrastructure investments and the relatively weak consumer spending are waiting for the new government 

Financial markets are not getting easier to navigate

Financial markets and much more in under 30 minutes.

JPM AM: Global Market Insights 1Q 2013

JPM Asset Management is out with their first quarter 2013 market insight piece.As usual full with great charts and summaries for different asset classes. 

Approval Process for Inbound FDI in China

Foreign Direct Investments in China are a challenging and time consuming process.The U.S. Chamber of Commerce published a very useful guide to help investors and companies.A flow chart of the various steps ...

Opus Hong Kong flat to let

A tenant who agreed to pay HK$850,000 a month for a 6,000-square-foot duplex flat at Opus Hong Kong on Stubbs Road near the Peak has cancelled the deal. Swire Properties said that...

US IPO Performance 2012 Update

Soon books for this year will close. Have a look at how well new issues did in the US in 2012.

Mary Meeker: The rise of the sharing economy

Mobile internet, digital payments. Kleiner Perkins partner Mary Meeker updates her longterm view on the sector at Stanford.

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