Alibaba will be unbeatable in 1. Consumption Data; 2. Payments Behavior; 3. Finance and Investment Data; 4. Location Data; 5. Family Creation Patterns; and 6. Social Networking. In this report we explore how algorithmic bots (in alliance with the cloud) are creating five phenomena. -------------------------------------------------------------------------- Full report is available in "RESEARCH" --------------------------------------------------------------------------
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more