The stock Chris Demasi is quietly excited about
In this article for the AFR, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited about to where you can find a good VFM pasta in Sydney! Read on to know more.
Emerging Economies Are Digitising – Fast
Emerging digital economies such as Latin America and India have accelerated in their bid to catch up to major developed nations, taking advantage of pandemic-related digital transformations by investing strongly in e-commerce and mobile communications. The next decade will be an exciting and opportune phase for these rapidly growing regions.
Alibaba is more than just China
Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace?
Should we be concerned about antitrust regulations in China?
Chinese regulators hit the booming tech industry again this week with draft rules intended to curb monopolistic practices at China’s internet companies, sparking a $290 billion selloff across names like Alibaba, Tencent and Meituan.
Apple’s services strategy is falling into place
Apple’s annual iPhone launch event, held in early September and billed as “By innovation only”, was dismissed by critics as anything but. Hardware improvements were largely limited to cameras and battery life and were iterative at best; there was no 5G support, no folding screens and only (!) three cameras on the back of the […]
Airbus Flying Past a Grounded Boeing
Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated. Boeing’s second quarter earnings […]
Which music streaming service is growing the fastest?
Did you guess Spotify? Apple Music? Those would be logical given they are the industry leading digital music streaming platforms. But those would also be incorrect. In fact, the correct answer is: Amazon Music. As the Financial Times highlighted in recent days: “The number of people subscribing to Amazon Music Unlimited has grown by about 70 […]
Three trillion-dollar tech giants walk into an earnings season…
Over the last week or so, three of the four most valuable companies in the world have reported financial results for their most recent respective fiscal quarters. We will spend some time in this post looking at the key findings in the reports of Microsoft, Apple and Alphabet. The time and effort spent is worthwhile […]
Apple’s healthcare opportunity (Part 2)
In Part 1 of this two-piece article on Apple’s healthcare opportunity, we laid out the size of the opportunity before Apple and discussed the initial steps the company has taken to engage with this market. In this Part 2 we conceptually explore the categories of wasted healthcare spend that Apple could address with its wearables […]
Apple’s healthcare opportunity (Part 1)
The global smartphone market has matured, and the days of explosive iPhone growth are over. As the Apple growth narrative shifts away from hardware towards services, one opportunity remains underappreciated by investors. The healthcare industry is in the nascent stages of digital transformation and Apple is in a unique position to deliver greater efficiency to […]
