China’s leading internet companies are increasingly turning to artificial intelligence to fine‑tune online advertising, and the strategy is paying off in higher conversion rates and growing numbers of paying customers. During their most recent earnings reports, Alibaba, Tencent and JD.com… Read More ›
Day: May 16, 2025
Scale and Synergy: Why Charter’s Proposed Merger with Cox Is a Game‑Changer for U.S. Broadband
Charter Communications’ announcement of a merger with Cox Communications marks a pivotal moment in the evolution of America’s broadband landscape, promising to reshape the competitive dynamics among cable operators and telcos alike. Valued at roughly $34.5 billion including debt, the transaction… Read More ›
Tariff Turmoil Forces Firms to Retract Forecasts Amid Trade Policy Uncertainty
A wave of U.S. tariffs and their abrupt pauses has sown profound uncertainty among corporations worldwide, prompting many to withdraw or suspend annual and medium‑term financial guidance. Since President Trump’s administration began imposing levies on steel and aluminum in March… Read More ›
HSBC Flags Japan, India and China as Front‑Runners in U.S. Trade Negotiations
HSBC’s recent analysis names Japan, India and China as the most likely beneficiaries of any forthcoming long‑term trade agreements with the United States, underscoring their economic heft, strategic alignment and current momentum in bilateral discussions. In a note to clients… Read More ›