Amazon

Digital Economy

Into the metaverse

Asset managers are recognising the metaverse as an important investment theme. Who are the likely winners in this universe?

US stocks

Meta's stalled growth separates it from megacap pack

"The reaction to Facebook was pretty extreme, but it’s pretty hard to argue with it."

US stocks

Megacaps with US$600 billion of cash have fuel for M&A

"M&A waves are hard to forecast, but the conditions do seem in place for acquisitions."
Higher labour and fulfilment costs may dampen Amazon's growth in 4Q21: PhillipCapital  - THE EDGE SINGAPORE

Broker's Calls

Higher labour and fulfilment costs may dampen Amazon's growth in 4Q21: PhillipCapital

The higher cost may linger into the following quarters as the US labour shortage may persist and higher wages became permanent.

US stocks

Microsoft could again unseat Apple as most valuable company

The main drivers of Microsoft's strong results are sustainable for the foreseeable future.

Disruption and Digitalisation

Department chain Macy's may stage a comeback like Abba

Swedish pop band Abba’s comeback is taking place when a similar revival is afoot in retailing.

Global Markets

Megacap tech stocks roar back into vogue as haven from slowdown

Apple and Amazon have led the rebound in megacap tech
New world order for tech and media giants - THE EDGE SINGAPORE

Tech

New world order for tech and media giants

The global media war is about playing catch-up with Netflix as no one watches free-to-air broadcast TV or cable or Pay TV anymore.
We are not in a bubble yet - THE EDGE SINGAPORE

Startups, Entrepreneurs, Digital economy

We are not in a bubble yet

Unlike the dotcom crash, cash burn is not a problem today as tech firms have used the exuberant stock markets like a cash machine.
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