Latest News
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The pet care craze is worldwide… even Chinese millennials are getting in on the action!
According to the Chinese Zodiac, 2019 is the year of the pig. But it may as well be the year of the cat, dog, or hamster – because Chinese millennials (just like millennials around the globe) are crazy about their pets. As more environmentally and socially ... -
The luxury world bids farewell to a fashion icon
It’s been a sad week for the luxury sector, as one of fashion’s last great design icons passed away on Tuesday. Karl Lagerfeld died in Paris after a short illness. His website lists his birthdate as 1938, but he is widely believed to be five years older. ... -
Google looks to close the cloud gap with Amazon and Microsoft through new acquisition
Internet giant Google has announced that it is acquiring small cloud migration company Alooma. The goal behind the purchase is simple: to accelerate Google’s cloud business over the coming months, letting it compete with the big boys of the industry (Amazon ... -
Alibaba pumps more money into CICC investment bank
Chinese ecommerce titan Alibaba has increased its stake in prestigious investment bank China International Capital Corp (CICC). According to early reports, the company is paying “about” $230 million to own a bigger share of CICC. That share now comes in ... -
Amazon’s next venture: sustainability
News broke earlier this week about Amazon’s next big venture. But it’s not planning to disrupt yet another industry, or beat Elon Musk to Mars – this time, the company’s goals are far more down to earth: it wants to go green. When ... -
Bright Horizons named as one of “100 Bes Companies to Work For” by Fortune Magazine
Influential business and management publication Fortune Magazine has released its 2019 list of “100 Best Companies to Work For”. This list curates the companies offering employees everything from a pleasant place to work to great training and benefits, ... -
As Netflix cancels Jessica Jones and The Punisher, it’s the end of an era
One day, we may well look back at the announcement that streaming video on demand (SVOD) market leader Netflix has cancelled the last of its Marvel Cinematic Universe (MCU) shows as the moment that ended the first great era of streaming video services. For the last ... -
BYD announces European expansion with new zero-emission models
BYD, the Chinese clean energy expert that produces electric vehicles and batteries, is blazing a zero-emissions trail around the world. The company recently reported a surge of sales in its domestic market this January (traditionally, a slow month for the industry), ... -
Who stands to benefit from Brexit? Facebook
If you follow the news, you’ll realise that people are still up-in-arms about Brexit. As the fated-date draws closer, and Mrs. May’s deal-making remains unsuccessful, certain sectors of the British population are in panic mode. However, not everyone is ... -
Fashion sites are buzzing: is Project Loud the LVMH & Rihanna collaboration we’ve been waiting for?
Musical superstar and fashion icon Rihanna’s in bed with the world’s largest luxury company, LVMH. That’s old news and we covered it some weeks ago, noting that it was the first time LVMH would have a black female designer on its roster. However, ... -
Estee Lauder is conquering the digital world one brand at a time
When you think of multi-brand cosmetics giant Estee Lauder, you probably don’t think about digital portals and the latest online technology. But, if you’re an investor, maybe you should: because Estee’s online capabilities are pushing the company ... -
Givaudan partners with The Kitchen to shake up food
Swiss scent and flavour expert Givaudan, the company behind numerous products we come into contact with every day, has announced a partnership with Israeli-based food technology incubator The Kitchen. According to both parties, the goal of the partnership is to ... -
IQVIA Holdings delivers record results in fourth quarter
IQVIA Holdings (IQVIA), the contract research giant that feeds healthcare-and-related industries’ ever-increasing demand for data, reported earnings at the end of last week that finished 2018 with a bang. IQVIA broke its own records and beat the Street’s ... -
Starbucks evolves China strategy with all-day food café
Last Friday, coffee-house kingpin Starbucks announced that it would continue to evolve its strategy in China, offering all-day food and cocktails at a new location in Shanghai. The Starbucks Reserve Bakery Café, as it will be known, is the brand’s first ... -
Constellation Brands’ beer named as official partner of US Ski and Snowboard Team
Pacifico, a “golden drinkable lager beer” with a “rich smooth flavour” has been named as the official partner beer of the US Ski and Snowboard Team. That’s good news for alcoholic beverage company Constellation Brands, which owns the ... -
Grubhub: the future is restaurant chains
According to food order and delivery market leader, restaurant chain partnerships are going to be a big part of its business in the coming year. The company told reporters recently that the success it’s garnered from its partnership with Yum Brands so far will ... -
Treasury Wine Estates sees 16% rise in first-half revenue, looks to French wines in China for growth
Treasury Wine Estates (TWE), the world’s largest listed winemaker, reported its best-ever organic net sales revenue growth last week, when it released earnings for the first half of the year. The company’s strong showing comes in contrast to many ... -
Charles River continues winning streak in fourth quarter
Charles River Laboratories, a provider of innovative drug development solutions for private and public healthcare organisations, academic institutions, and governmental agencies, reported yet another quarter of expectations-beating financial results at the end of ... -
Earlier this year, Amazon announced that it would build (one of) its second headquarters in New York, bringing as many as 40,000 jobs to the area, which would have had an average salary (the company promised) of $150,000. Last week, that plan changed. The ecommerce ... -
Cognex beats the Street on revenues and earnings in fourth quarter
Cognex, an American manufacturer of machine vision systems, software, and sensors, reported earnings at the end of last week that beat the Street on top- and bottom-lines. The company, which is an integral part in the trends towards automation and robotics, saw ... -
Bright Horizons Family Solutions beats the Street on earnings
Bright Horizons, a provider of childcare and early education services to families worldwide, posted financial results that met top-line targets, and beat the Street’s expectations on the bottom line. The company, which has 600 locations in its domestic market ... -
America: Netflix and chill? Maybe just Netflix
Netflix is a hugely popular service. How popular? New research suggests that, for at least some consumers in its home territory of the US, Netflix might be better than sex! 500 Americans between 18 and 54 years old, slightly more than half (56%) of whom were female, ... -
Alphabet’s Makani energy kite gets go-ahead as an independent company
Alphabet, the company formerly known as Google, might be more ‘investor-friendly’ (by which we mean more financially transparent and less willing to haemorrhage cash on crazy schemes) but there’s still a little of the ‘old Google’ in ... -
Check out this video of Xylem’s intervention in last year’s Thai cave disaster
Last summer, watchers all over the world focused on a dramatic story playing out in Thailand. A football (or soccer) team of young Thai boys and their coach had become trapped in underground caves following a bus accident – and the race was on to rescue them ... -
Facebook’s got a new (well, kind of new) target in its sights: video creators. Okay, it’s not that new. The company’s hosted videos for a while and been looking to monetize them more fully for years – but given the furore of the last 12 ... -
Royal Caribbean plans to leverage the power of Instagram influencers
If you’ve heard of the Fyre Festival (and you should really check out the documentary on Dominion holding Netflix) then you will have recently brushed up against the power of Instagram influencers. We won’t ruin the story for you, suffice to say that ... -
Pernod Ricard won’t skimp on advertising because of Brexit, but no-deal would be ‘nightmare’
Pernod Ricard, the drinks giant behind Absolut Vodka and other popular spirits, has described the possibility of a no-deal Brexit as a “short-term nightmare”. Despite that fact, the company says it won’t be cutting back on advertising no matter ... -
Samsonite gives online shopping platform a boost with Cappasity product visualisation
Samsonite, the world’s leading luggage manufacturer, has announced that it will be making a significant improvement to its online retail stores in the US with the addition of Cappasity’s 3D product imaging software. Cappasity is the leader in the field ... -
Kering beats the Street, joins LVMH and Hermes in saying China still strong
Reiterating once more our Luxury Fund Manager’s position that Chinese demand for traditional, top-tier, luxury goods remains strong (see here): French luxury giant Kering reported earnings this week that beat the Street. The company said that Chinese demand ... -
GSK beats the Street on top and bottom lines
Pharmaceutical giant GlaxoSmithKline (GSK) reported earnings last week that beat the Street’s predictions for top- and bottom-line growth. The company, which is one of the healthcare industry’s largest players, has been reshaping its business since ...
Latest News
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The pet care craze is worldwide… even Chinese millennials are getting in on the action!
-
The luxury world bids farewell to a fashion icon
-
Google looks to close the cloud gap with Amazon and Microsoft through new acquisition
-
Alibaba pumps more money into CICC investment bank
-
Amazon’s next venture: sustainability
-
Bright Horizons named as one of “100 Bes Companies to Work For” by Fortune Magazine
-
As Netflix cancels Jessica Jones and The Punisher, it’s the end of an era
-
BYD announces European expansion with new zero-emission models
-
Who stands to benefit from Brexit? Facebook
-
Fashion sites are buzzing: is Project Loud the LVMH & Rihanna collaboration we’ve been waiting for?
-
Estee Lauder is conquering the digital world one brand at a time
-
Givaudan partners with The Kitchen to shake up food
-
IQVIA Holdings delivers record results in fourth quarter
-
Starbucks evolves China strategy with all-day food café
-
Constellation Brands’ beer named as official partner of US Ski and Snowboard Team
-
Grubhub: the future is restaurant chains
-
Treasury Wine Estates sees 16% rise in first-half revenue, looks to French wines in China for growth
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Charles River continues winning streak in fourth quarter
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Amazon: No Way New York
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Cognex beats the Street on revenues and earnings in fourth quarter
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Bright Horizons Family Solutions beats the Street on earnings
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America: Netflix and chill? Maybe just Netflix
-
Alphabet’s Makani energy kite gets go-ahead as an independent company
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Check out this video of Xylem’s intervention in last year’s Thai cave disaster
-
Facebook’s next target: video
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Royal Caribbean plans to leverage the power of Instagram influencers
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Pernod Ricard won’t skimp on advertising because of Brexit, but no-deal would be ‘nightmare’
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Samsonite gives online shopping platform a boost with Cappasity product visualisation
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Kering beats the Street, joins LVMH and Hermes in saying China still strong
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GSK beats the Street on top and bottom lines
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Mastercard unveils new “sonic” brand
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Amazon to buy Eero to push into connected home market
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Facebook tries talking the EU’s language on political advertising
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According to prestige luxury brand Hermes, best known for its leather goods like the exclusive Birkin handbag, which sell at auction for as much as hundreds of thousands of dollars, Chinese demand for luxury is holding firm. The company released positive
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Compass Group sees strong growth thanks to new business wins in 1Q2019
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ViaSat share price surges on the back of strong third quarter
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Take-Two sells an incredible 23 million copies of Red Dead 2 – but the share price falls
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Match continues outperformance with Tinder as jewel in its crown
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Spotify smashed earnings estimates – but share price declines
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Cognizant beats the Street in Q4, announces new CEO
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Estee Lauder beats the Street, share price jumps
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Verily sets its sights on next big challenge: the opioid crisis
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Hexagon AB shares jump on positive quarterly results, confidence over China
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Amazon makes its next competitors clear with a regulatory filing
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Alphabet smashes expectations – but rising costs make investors skittish
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Assa Abloy sees strong sales growth in fourth quarter
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Live Nation boosts Asian presence with acquisition of One Production in Singapore
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Glaxosmithkline to pay up to $4.2 billion for access to Merck’s oncology division
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IDEXX Laboratories beats the Street, continues to grow despite flattening in wider industry
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Spotify rumoured to be in “advanced stages” of podcast company acquisition
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Booking Holdings new report details “The Next Billion” people to go online
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Aptiv shares add 7% after beating expectations
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Amazon beat the Street in every way possible – here’s why the share price went down
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Tetra Tech reports record first-quarter earnings
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Mastercard triples profit in fourth quarter of 2018
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Xylem sees a solid end to 2018, meets expectations
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Investment Outlook for February 2019
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Ferrari leaves competitors eating its dust as earnings and exclusivity drive performance
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PayPal continues incredible 15-quarter earnings run
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Visa beats expectations on higher traffic volume
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High Tide for Passive Investing
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Plain sailing in fourth quarter sees Royal Caribbean cruise out ahead of expectations
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Alibaba beats the Street, defying trend in Chinese companies this week
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PayPal and Mastercard: Big Tech plus big banks can work
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Putting on the Ritz: Luxury Consumer fund core holding LVMH reminds investors that Luxury is a secular growth story and not a cyclical one
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As politicians argue for internet regulations, Alibaba’s Jack Ma has words of warning
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PVH Corp partners with Plug and Play
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Givaudan posts a rise in sales, but earnings decrease
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Which of its competitors is Netflix focussed on? The answer might surprise you!
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Is another big hit around the corner for Take-Two?
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Google’s latest debate centres on 2016 cost-cutting document
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Lindt cuts guidance in recognition of US slowdown – but organic sales continue to rise
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Novartis leverages Big Tech to solve Big Pharma’s problem with drug trials
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China joins WTO talks on $25 trillion ecommerce sector
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Ferrari races ahead of every other company to be named world’s strongest brand
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Amazon brings ‘Scout’ delivery robots to Seattle outskirts
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Starbucks beats the Street: strong gains in US, China continues to grow
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Gen Z: the new kid on the block is making its voice heard
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Mastercard crashes Visa’s party – will a bidding war ensue?
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Polypipe pivots to face commercial construction sector
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Baidu wants to close the gap in mobile apps – and it knows just how to do it
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Green champion Adidas to more than double number of shoes made from recycled plastic in 2019
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BYD hits landmark: 50,000th electric bus rolls out!
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Marriott had more rooms than ever before in 2018
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When it comes to online advertising, Amazon is a giant in the making
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Netflix breaks new ground with Roma Oscars nomination
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Remy posts strong results despite loss of a key contract
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We may have a drop date for Spotify in India: 31 January
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Amazon Go’s plans to recreate the high street spawn imitators
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Will Google pull News from Europe?
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LVMH could be about to add some “high street buzz” with a new acquisition
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Chr. Hansen is officially “world’s most sustainable company”
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Kering thinks big with “planetary boundaries”
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PayPal: the US government might be shut down, but its employees’ access to credit isn’t
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Novartis partners with Oxford University to bring AI to medicine
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Wolters Kluwer partners with Xero to streamline professionals’ working lives
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Hermes does watches – but not the same way as everyone else
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Burned by free trials? Mastercard has your back
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Amazon makes MARS offshoot open to the public
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LVMH and Rihanna prepare to make history
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Netflix’s share price declines after narrow miss on revenue, beat on earnings and subscriber growth
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Royal Caribbean will now take you to its own private islands!
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Estee Lauder named in Bloomberg 2019 Gender Equality Index
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Tinder and Spotify – better together
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Just prior to its earnings release, Netflix is rallying hard – here’s why
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Domino’s Pizza sees US consumer as “really strong”, vows to keep control of delivery
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China still has a thirst for luxury wine
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How sold is Take-Two Interactive on basketball? A billion dollars says a lot!
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Xylem instrumental in protecting the Nile from pollution
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Aptiv’s fleet of driverless cars becoming more “human-like”
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Grubhub most popular food delivery app in US
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PVH Corp joins Global Fashion Agenda
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New Report: Asian millennials to drive global consumption wave
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Alibaba positions itself as perfect platform for brands entering China
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We’re approaching a world where you could live on Amazon alone
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Constellation CEO: worries are overdone – business remains strong
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Richemont: yellow vests dent sales, China still strong
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Expedia’s HomeAway brand sees room to grow in “alternative housing”
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Calvin Klein boss talks strategy
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Charles River Laboratories and Atomwise leverage AI towards drug innovations
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Google goes on the offensive at CES 2019
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Spotify lets brands in on the weekly playlist
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More news from CES 2019: have Visa and SiriusXM solved in-car mobile payments?
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Millennial consumerism is driving delivery services
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Apple or China – where does the problem lie?
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Baidu: well my voice assistant sold 200 million!
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Alibaba makes further in-roads in big data with Data Artisans acquisition
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CTS Eventim’s software gets first non-ticketing use
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As Brexit looms, Mr. Bond’s favourite carmaker puts contingency plans in motion
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Amazon and Walmart join forces to lobby over Indian ecommerce
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GlaxoSmithKline continues to reposition itself under CEO Emma Walmsley
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Assa Abloy engages in spate of acquisitions to spur growth
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Amazon releases closely guarded secret in surprise data-drop!
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Moncler uses star power to sell out of even the least likely products
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PayPal India reports a twelve-fold increase in revenue!
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It’s official: Anta Sports is buying Amer Sports
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Is Netflix looking at ways to make more (or spend less) money?
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What’s next for Aptiv? Sensors that will let your car gauge your mood!
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Verily receives $1 billion from Silver Lake-led funding round
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Richemont partners with Alibaba to fight counterfeiting
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2019 – The Year Ahead
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Apple goes ex-growth
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Google sets new precedents in landmark facial recognition lawsuit
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Norway a trail blazer in electric vehicles
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Netflix ends 2018 with a bang
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China ends video game licensing freeze
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Live Nation prepares for Woodstock 50 in partnership with Bethel Woods
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Three big names sign up to Givaudan’s Mista innovation platform
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Investment Outlook for January 2019
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Forget the tech backlash – Amazon has just had a record holiday season!
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Expedia CEO: Google is biggest competitor, but we’re not calling for regulation
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Estee Lauder looks to Chinese travellers with largest ever travel retail store NY opening
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Happy Holidays from Dominion, see you in the New Year
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Take-Two Interactive raises possibility of a business beyond gaming
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BYD pushes further into Chile thanks to 100-strong electric bus fleet
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Xylem partners with H2O to fund innovative water start-ups
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The common wisdom is wrong again – streaming and theatrical aren’t at war
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Facebook collaboration could give PayPal massive boost
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H&M reports fastest quarterly sales growth in three years
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Amazon’s not the only one investing in cities – Google commits “more than” $1 billion to NYC campus
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Aptiv expands capabilities with Las Vegas technical centre; announces autonomous driving “milestone”
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Mastercard: disrupting cash will lead to a better, more prosperous, future
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LVMH makes $2.6 billion bet that luxury shoppers will carry on travelling
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Blizzard looks to mobile for next iterations of multibillion-dollar franchises
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Global Payments’ TouchNet awarded ‘Partner of the Year’ by Ellucian
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Pet foods are going out of business as trend towards Millennial “fur babies” continues
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Novartis gets European Commission approval for new self-treatment
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Scout24 sees share price soar as it explores a sale
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Starbucks brings high-end roastery to New York City
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What’s Starbucks’ plan for sustained success in China? Delivery dominance
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Zara: currency swings and warm weather dent profit, but business model looks strong in third quarter
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PayPal pushes Xoom into Canada
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Google goes to Congress… but what did we learn?
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Grubhub shares insights on what food the US is craving
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BYD Co. planning IPO for battery unit by 2022
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Live Nation acquires leading Swiss promoter Mainland Music
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Kering looks to boost sustainable start-ups in China with new award
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H&M embraces ethical business – and that could play well with Millennials
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Is Amazon planning to ‘Go’ outside the US?
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Constellation Brands taps up female entrepreneurs in bid for popularity amongst women
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Assa Abloy wireless handle wins 2018 Innovative Achievement Award
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Anta-led consortium moves closer to Amer takeover
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UBS: Alphabet’s self-driving car business could be worth $114 billion by 2030
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Marriott befriends protestors with cage-free eggs and vegan sandwiches
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Eurofins expands advanced materials sciences footprint with Netherlands outsourcing deal
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Givaudan aims to drum up interest in Kitchen Ingredients for foodie brands
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Activision Blizzard furthers eSports initiative with merchandising deal
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Alibaba moves into Europe as Belgium signs up to new electronic trade initiative
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Match CEO: What all online daters have in common
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Netflix pays $100 million for another year of Friends – it’s probably money well spent
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Starbucks goes to war – with an unexpected opponent
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Adidas is using “dark social” to gain the edge on competitors
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PayPal unconcerned over anti-competitive claims
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GlaxoSmithKline acquires cancer-killer Tesaro for $5.1 billion
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The future of luggage is green at Samsonite
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US Consumer Debt: The Next Financial Crisis?
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Fortune smiles on Macau this November
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Amazon is SO CLOSE to being the world’s most valuable company
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FedEx brings ‘Holiday Joy’ to the streets with mobile gifting truck
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Economic Outlook for December 2018
