Long-term trends in tech investments In the world of technology investments, it is essential to underline the long-term structural growth. Tech companies are often in a constant state of innovation and development, which means that their true potential sometimes only becomes clear over longer periods. This is similar to navigating a long sea voyage: temporary storms can slow p ...
Technology
Rise of the “Nasdaq of the East” - Shanghai’s Star Board
Chinese regulators decided to launch a new Nasdaq-style Shanghai’s Star Board on 13 June 2019. Their vision is to make the Star Board a serious competitor to the Nasdaq - an attractive financing option for dynamic companies while offering investment opportunities. It wants to create a fundraising platform for promising technology firms in key fields such as chip making, artificial intelligence and biotechnology.
Ant Group seeks $200bn valuation in landmark dual IPOs in Shanghai and Hong Kong, not New York
Alibaba-affiliated fintech giant Ant Group has announced its long-awaited public offering with a dual listing on the new Shanghai Stock Exchange’s Star Board (or the Science and Technology Innovation Board, which is being dubbed “China’s Nasdaq”) and also on the Hong Kong Stock Exchange.
What do Santa Claus and gaming companies have in common? Part 2
After having written about Santa Claus and the origins of the Finish gaming industry in our previous blog post, we will now zoom into the Finnish gaming industry a bit more.
Global Challengers: TSMC
Taiwan Semiconductor Manufacturing Co. (TSMC) is another great example of the type of companies we are looking for in our emerging markets universe. This time, we will be highlighting a company that has long ago already evolved from a “Global Challenger” into a “Global Leader”. TSMC in fact pioneered the dedicated foundry industry and today still has the largest market share worldwide by far.
What do Santa Claus and gaming companies have in common? (Part 1)
Everyone knows Finland houses “the real” Santa Claus, or simply Santa. However, not many among us may be aware that Finland has also given birth to some of the most successful games companies in the world today.
Passive investment and gigantism in the tech sector: a dangerous cocktail?
The combination of all-encompassing gigantism in the technology sector and blind buying in passive investment products could, however, turn out to be dangerous if everybody wants to head for the exit.