Articles

Strong Competition For Lucrative Smart Home Market

Alongside telecoms operators and online players, retailers will provide the third area of competition in the smart home market. All stakeholders prioritise having the direct relationship with end-users, to create more recurrent revenue streams, and...

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CRISPR Patent Fight Just Beginning

The patent fight between two different sets of CRISPR/Cas9 licensees will be drawn out, but will likely end in a cross-licensing agreement. 2017 will be a big year for the CRISPR technology as it enters clinical trials, with Editas Medicine aiming...

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Value Over Volume In Declining Beer Market

Intense competition and changing consumer preferences are hurting a number of China's major beer companies. Despite it being the world's largest market in terms of beer consumption volumes, Asahi is looking to exit its stake in Tsingtao as these...

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PSA-GM Deal: Initial Thoughts

If finalised, a mooted deal for France's PSA Group to acquire the European Opel and Vauxhall division of General Motors Company (GM) would create the second-largest autos group in Europe by market share. Here we give our initial thoughts on the...

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Bullish Break Signals Appreciation Ahead

With the rand pushing through several key levels of resistance in recent weeks, at ZAR13.20/USD and ZAR13.00/USD, we now anticipate continued, if unsteady gains over the coming quarters.

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Revenue Diversification To Justify Vodafone's FTTH Investment

As rivals are already deploying fibre, Vodafone's FTTH initiative will not fundamentally alter Ghana's broadband competitive landscape. However, it will help the company's revenue-diversification strategy as well as dilute the threat posed by MTN's...

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