The views expressed in these articles are those of the author at the date of publication and not necessarily those of Dominion Fund Management Limited. The content of these articles are not intended as investment advice and will not be updated after publication.
Latest News
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Millennials exert their influence on luxury market
According to researchers Bain & Co., 2017 is shaping up to be a good year for luxury. After an underwhelming year in 2016, which saw the sector contract slightly, the first quarter of 2017 has shown 4% growth – and that’s projected to continue with a ... -
Could the Internet of Things propel Skyworks even higher?
Skyworks Solutions is on a roll: new smartphone releases in the U.S., and advancing smartphone penetration in China, has seen demand for its components increase substantially. But smartphones aren’t the company’s only play for success – Skyworks ... -
Is Trump tough on Big Pharma? No way!
When he won the Presidency of the United States, Donald Trump talked tough on Big Pharma. Using his favoured means of communication, the President opined on Twitter that drug prices were out of control, and the industry needed stricter policing. Though that rhetoric ... -
After a 2-year hiatus, TripAdvisor is returning to TV screens. The company has recently announced that it will spend $70 million on TV advertising this year, in an attempt to explain the company’s capabilities. This is the latest attempt to convince people ... -
Alibaba looks to U.S. small businesses to trade online
If you’re a typical ‘mom and pop’ shop in the U.S. – that is, a small, family-run, business – you’re probably not the best person to get into the Chinese Ecommerce market. Forget mastering the basics of things like digital ... -
Carnival Cruise Line updates HUB app with more great features
Carnival Cruise Line’s free HUB app is geared towards making cruisers time at sea easier, more social, and more fun. It’s a free download that lets you chat with other passengers on the ship, and offers access to speedy updates about what’s going ... -
Will media companies turn on Facebook?
Facebook has close ties to media companies like CNN and The Wall Street Journal. The former company needs the latter to produce high quality content that will bring engagement to its massive user-base; the latter companies need the former because it has that massive ... -
LVMH CEO fears ‘scary’ global crisis – but long-term optimist
Bernard Arnault, CEO of the world’s largest luxury group Moët Hennessy Louis Vuitton (LVMH), has weighed in on the global economic outlook, describing it as “scary”. He told CNBC: “For the economic climate, the present situation ... -
PayPal’s Dan Schulman on the company’s future
Online payment provider PayPal has become a dominant force in the online transactions business since its split from eBay in 2015. The company is now valued at $62 billion compared to eBay’s $37 billion, and is looking increasingly like a fundamental part of ... -
Google outlines plans to suppress terrorist propaganda
A spate of terror attacks in the UK led politicians to call on Google, as well as other big tech companies, to crack down on the spread of terrorist propaganda online. Now, the search engine and online advertising market leader is responding to those calls, ... -
Powerful companies like Inditex – the world’s largest apparel retailer – have redefined fashion over the last decade. Where once, the turnaround from catwalk to shop was a half-year prospect, with little wiggle room for evolving consumer tastes, ... -
Cognizant Technology Solutions to acquire TMG Health
US-based technology company Cognizant Technology Solutions, has announced that it will acquire TMG Health, a subsidiary business of Health Care Service Corporation. As part of the acquisition deal, Cognizant has agreed to let TMG Health continue to service Health ... -
Amazon buys Whole Foods for $13.7 billion
Major Ecommerce player Amazon has been talking about a number of things over the past few years. Two of them have been grocery sales (remember Amazon Fresh?) and brick-and-mortar retailing. Last week, those conversations collided and progressed all at once: Amazon ... -
Nike experimenting with ‘local’ theme
Nike is trying on a new idea to see if it fits: going local. The company, despite being one of the world’s most popular brands, is hoping to respond to mounting competition from Adidas and others by focusing more on customers’ local experiences in a ... -
EA is so pleased with progress, boss sees 19% rise in compensation
Andrew Wilson, Electronic Arts Inc.’s 42-year old CEO, had a great year last year. His total compensation rose by 19% from the previous year, comprised of a $1.08 million salary, $16.20 million in equity, and an annual cash bonus of $2.69 million. How can the ... -
Wolters Kluwer makes play for trade secrets legal business
Global information services company Wolters Kluwer, which works closely to service the legal and accounting professions, is making a play for practices involved in trade secrets law. The company released a press release last week announcing the launch of its Trade ... -
Alphabet joins the pharmaceutical industry?
Google’s parent company, Alphabet, is joining the pharmaceutical industry – sort of. Recent reports have revealed that the Silicon Valley heavyweight has joined Swiss drug maker Novartis to fund a life sciences venture group, Medicxi. Institutional ... -
Inditex sees profits rise by 18% in first quarter
Inditex, the company behind popular fast-fashion brands like Zara and Massimo Dutti, reported first quarter earnings this week. The company, which became the largest ever company to list on the Spanish exchange earlier this year, helped to increase the distance ... -
MasterCard’s innovative approach to travel
Global cashless payment provider MasterCard is innovating the travel space – and the convenience its contactless payment solution offers could innovate the sector. In a recent interview with PYMTS.com, MasterCard’s vice president of Enterprise ... -
Is L’Oreal selling The Body Shop?
Global beauty giant L’Oreal is in talks to sell The Body Shop to Natura Cosmeticos, the biggest beauty company in Latin America. The Body Shop has been a pioneer in environmentally friendly beauty and skincare products ever since it was founded by entrepreneur ... -
FED goes ahead with rates hike – one more planned for later this year
Federal Reserve (FED) officials decided to go ahead with a widely expected interest rate hike yesterday, and forecasted another one later in the year. Despite concerns over weak inflation, the central bank is committed to tightening its monetary policy – ... -
Mcommerce will drive AI uptick in retail
Mcommerce – or Ecommerce driven through a Mobile device – has become a potent force in retail. The benefits are obvious: increased convenience, letting consumers do their consuming while out and about. Or, if they’re not the out and about type, ... -
Historic exhibition charts Caterpillar’s transformation into an iconic brand
Ever heard of the Caterpillar Visitors Center? If not, don’t be alarmed – even today, the museum-like attraction is probably somewhat of a niche market. However, the market it attracts is the company’s staple customers: the people who bought a ... -
Pandora’s President of the Americas talks retail
Scott Burger, President of Pandora Americas, sees a strong future for the brand. While he realizes it’s not immune to wider retail trends – and he confesses that he has, at times, been challenged by them – he thinks the company’s quality over ... -
Luxury is picking up digital pace in 2017
If 2016 taught the luxury sector anything, it’s that now is the time to go online. Digital sales vastly outperformed the rest of the luxury market last year, and companies in the space have taken note. According to The Wall Street Journal, citing ad-buying ... -
Can Amazon motor past the competition and innovate car buying?
Amazon has moved from being an online bookseller to an Ecommerce powerhouse where you can get almost everything you’d ever want. But not cars. At least, not yet. That’s about to change if Jeff Bezos gets his way. The company is currently recruiting auto ... -
Florida sees success with water reuse test
If reused water doesn’t sound hugely appealing, that’s understandable. However, when you look at how well modern technology can prepare it for that reuse, and consider the impact that an impending water crisis could have on our lives, it’s ... -
JD.com isn’t the first Ecommerce company to suggest using drones to deliver packages. But it is amongst the most serious. The company is currently developing a drone that can deliver packages of up to one metric ton in weight – a feat unthinkable, thus ... -
Is Taiwan about to become agriculture’s Silicon Valley?
Taiwan may be on the brink of becoming the world’s go-to innovator and supplier of precision agriculture solutions. Precision agriculture is a catch all term for the application of powerful modern technologies – such as drones, satellites, the Internet ... -
Novartis: how to price a groundbreaking new treatment?
Pharmaceutical giant Novartis is about to pioneer a new type of therapy that the sector has spent the last few years racing towards. CAR-T therapy (Chimeric Antigen Receptor T-cell therapy – catchy, I know) is a one-time therapy that could be used to treat ... -
Are any retailers safe from Ecommerce?
The short answer is yes: at least for now. Despite the overwhelming progress made by online retailers, some sectors remain largely offline propositions. This includes a number of operators in the luxury world, which is still fighting perceptions that online ... -
Luxury retail still has winners – if you pick wisely
As another of our stories today demonstrates, things are tough for retailers at the moment. However, that doesn’t mean that all retailers are suffering: there are some great companies – many of which are managing the shift between offline and online ... -
Conservatives win UK election… barely
It is hard, following the UK’s snap general election last Thursday, to think of anyone as a winner. None of the political parties running secured a large enough share of the vote to form a government. The British people will not benefit from the ‘strong ... -
Luxury sector comes out of its ‘blue period’
It is not news to many luxury investors, but 2016 wasn’t the sector’s greatest year. A combination of slow global growth, geopolitical issues, austerity in the west and the east, and more, led to the luxury sectors first contraction for years. And ... -
Watch out Walmart – Amazon’s feeling charitable
When it comes to everyday brick-and-mortar retail in the U.S., Walmart is the name to beat. And, because it stocks a huge variety of goods – many of which are daily essentials – at an extremely low price point, the company is particularly powerful ... -
Remy Cointreau advances thanks to Chinese thirst
Remy Cointreau’s shares jumped by 4% last week after reporting full year sales and profit that beat analysts expectations. The French drinks maker has Chinese tastes to thank for a big part of its success, and said that momentum in China indicated more growth ... -
Demographics put India in front of China – one day
China has long been seen as the king of the developing world, and the second most powerful country on the globe after the U.S. But that may be set to change. For many years, China has boasted the world’s largest population. But new figures suggest that India ... -
Take-Two Interactive looks to a quirky property for acquisition
Take-Two interactive is best known for its blockbuster video games franchises. These are big, powerful, titles with massive fan bases. In February, it was announced that the fifth iteration of Grand Theft Auto, for example, had sold 75 million units in 3 and a half ... -
Brown Forman reports strong underlying growth for full year
Premium spirits supplier Brown Forman reported financial results for its fourth quarter of 2017, as well as the full year. Although the company’s net sales declined 5% during the quarter, and 3% during the year, the underlying figures were much stronger (+4% ... -
Assa Abloy using mobile showroom for urban offerings
Assa Abloy’s Metropolitan Solutions Showroom is going out on the road, taking The company’s latest innovations to a wide range of customers – architects, interior designers, facility managers and property owners – in urban markets. The ... -
Welcome to Super Thursday! Today may well be the biggest political day of the year, as we see UK voters having their say over the country’s next Prime Minister, Brazil’s electoral court announce whether or not the results of the country’s latest ... -
Are watches and luxury outperforming in 2017?
So far, 2017 has been positive for watches and jewelry. After a year (2016) in which luxury goods were in retreat across the board – described by luxury powerhouse Richemont’s chairman, Johann Rupert, as “horrible” – luxury seems to ... -
Tencent is top in the Chinese mobile world
Six years into its play for a top spot in the Chinese mobile operating systems market, global Ecommerce giant Alibaba has made scant headway. In 2011, the company’s YunOS was debuted, and as late as last year Alibaba executives were claiming it could attain as ... -
UN: 25% of population will lack clean water by 2050
According to the secretary general of the United Nations (UN), Antonio Guterres, global demand for fresh water is predicted to rise by more than 40% to 2050 – and at least a quarter of the world’s population will live in countries with a “chronic ... -
LVMH looks to transform selling luxury into an online experience
LVMH’s chief digital officer, Ian Rogers, has a major challenge ahead of him: translating the in-store luxury shopping experience into a similarly attractive online one. Rogers joined LVMH – a company that counts big names like Christian Dior, Louis ... -
Is Google about to create “premium internet”?
Google is planning to role out new measures that protect users of its market-leading internet browser Chrome from intrusive advertising. In a blog post on Thursday, Google’s senior vice president of ads and commerce, Sridhar Ramaswamy, wrote that ... -
Expedia’s MeetingMarket service gets second major sign-up
In early 2016, online travel titan Expedia launched its MeetingMarket service in Germany to try and capture some of the huge potential of the Meetings, Incentives, Conferences and Events (MICE) business. Expedia believes that as much as 66% of business meetings ... -
Eurofins Scientific acquires Nab Labs
Global leader in food and environment testing Eurofins Scientific has made another European acquisition geared to drive it towards greater market share. Its latest purchase is Nab Labs, an independent environment testing group of laboratories in Finland. Eurofins ... -
Big technology companies criticized following terror attacks
Technology companies like Google, Facebook, and Twitter have come under fire from the UK government following a spate of terror attacks in the country. As Britons prepare to cast their votes in the general election on Thursday, news headlines are dominated by three ... -
Amazon: can Ice succeed where Fire failed?
The Amazon Fire phone was not one of the company’s bigger successes. In fact, you could consider it a resounding failure. However, Jeff Bezos has a healthy approach to failure, seeing it as a necessary step on the pathway to truly successful innovation, and it ...
Latest News
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Millennials exert their influence on luxury market
-
Could the Internet of Things propel Skyworks even higher?
-
Is Trump tough on Big Pharma? No way!
-
TripAdvisor returns to TV
-
Alibaba looks to U.S. small businesses to trade online
-
Carnival Cruise Line updates HUB app with more great features
-
Will media companies turn on Facebook?
-
LVMH CEO fears ‘scary’ global crisis – but long-term optimist
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PayPal’s Dan Schulman on the company’s future
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Google outlines plans to suppress terrorist propaganda
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Fast fashion is speeding up
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Cognizant Technology Solutions to acquire TMG Health
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Amazon buys Whole Foods for $13.7 billion
-
Nike experimenting with ‘local’ theme
-
EA is so pleased with progress, boss sees 19% rise in compensation
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Wolters Kluwer makes play for trade secrets legal business
-
Alphabet joins the pharmaceutical industry?
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Inditex sees profits rise by 18% in first quarter
-
MasterCard’s innovative approach to travel
-
Is L’Oreal selling The Body Shop?
-
FED goes ahead with rates hike – one more planned for later this year
-
Mcommerce will drive AI uptick in retail
-
Historic exhibition charts Caterpillar’s transformation into an iconic brand
-
Pandora’s President of the Americas talks retail
-
Luxury is picking up digital pace in 2017
-
Can Amazon motor past the competition and innovate car buying?
-
Florida sees success with water reuse test
-
JD.com drones on impressively
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Is Taiwan about to become agriculture’s Silicon Valley?
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Novartis: how to price a groundbreaking new treatment?
-
Are any retailers safe from Ecommerce?
-
Luxury retail still has winners – if you pick wisely
-
Conservatives win UK election… barely
-
Luxury sector comes out of its ‘blue period’
-
Watch out Walmart – Amazon’s feeling charitable
-
Remy Cointreau advances thanks to Chinese thirst
-
Demographics put India in front of China – one day
-
Take-Two Interactive looks to a quirky property for acquisition
-
Brown Forman reports strong underlying growth for full year
-
Assa Abloy using mobile showroom for urban offerings
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Good morning Super Thursday!
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Are watches and luxury outperforming in 2017?
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Tencent is top in the Chinese mobile world
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UN: 25% of population will lack clean water by 2050
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LVMH looks to transform selling luxury into an online experience
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Is Google about to create “premium internet”?
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Expedia’s MeetingMarket service gets second major sign-up
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Eurofins Scientific acquires Nab Labs
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Big technology companies criticized following terror attacks
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Amazon: can Ice succeed where Fire failed?
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Systemic threats to the planet’s food source
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Live Nation invests in festival platform Everfest
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U.S. credit boom bodes well for MasterCard, Visa
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Ruth Porat: Google’s biggest risk “complacency”
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Japan could be next big win for Las Vegas Sands
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Polypipe prepares for new CEO
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Economic Outlook for June 2017
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Video games growing fast, China is new gaming capital
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Richemont bets on Dufry to deliver in automated future
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Alphabet overtakes Uber in race to self-driving
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Donald Trump expected to remove U.S. from the Paris Climate Accord
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Amazon on the lookout for next Shakespeare
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Big Pharma’s big players see Trump moving in on drug prices
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Hermes handbag pricing power hits new high
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It’s about more than Tinder: Match Group’s attractive product offering
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Vapormax: can the not-so-secret weapon to put Nike back on top?
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WPP makes Amazon-centric acquisition to cure CEO’s nightmares
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Internet of Things to pick up pace in 2017
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Insights from Skyworks Solutions second quarter
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The U.S. must confront a first-world water crisis
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Moncler thinks art is in this summer
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Yoox Net-a-Porter expands brand lineup thanks to high demand
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Playing games with AI
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Could Baidu become the Chinese Netflix?
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The technology trends reshaping luxury
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Is Amazon about to kill the landline?
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German jobs under threat from automation
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Adidas revitalizes Stan Smith, creates future sales blueprint
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Xylem brings clean water to 1.5 million Vietnamese
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L’Oreal adds newest celebrity spokeswoman
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The future of fashion in 2017
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Brown Forman taking over BenRiach Distillery distribution
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25% of Millennials spend 5 hours daily on their mobile phone
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The Facebook family is coming together
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Samsonite dreams of an Italian empire
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Expedia partners with Masterpass for mobile payments growth
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Emerging economies in Asia are being spurred on by digital
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Ads are coming to Amazon’s Echo
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Amazon’s digital savvy gives it the edge over other retailers
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Zara pushes further into India
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Alibaba’s earnings: profits and sales soar
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Global Markets have approved Syngenta ChemChina deal
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Five takeaways from Google’s annual developer conference
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China’s demographic problems continue apace
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Domino’s incredible 9-year journey continues
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Ulta Beauty picks up YouTube icon’s beauty line
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Will Novartis’ Entresto drive the business in 2017?
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FedEx: small businesses are in favour of global trade
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Earth may pass ‘major climate threshold’ within 15 years
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Mandarin Oriental to open second luxury property in Dubai
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Don’t count out retailers yet: stronger April than previously thought
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Is India ready to embrace genetically modified foods?
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Rise of the robotic matchmakers
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Jay Z joins Live Nation family for another decade at $200 million
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Ecommerce Fund’s first quarter: a picture of strength
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Global cyber-attack leaves world reeling
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Electronic Arts fiscal 2017 is ‘milestone year’
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Ctrip sees strong start to 2017
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Forget “made in China” – the country’s a tech leader
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Adidas knocks Nike out of UEFA Europa League
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What’s the big deal with India’s Ecommerce market?
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By 2030, 25% of U.S. traffic could be driverless
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Zalando wants market share over profit
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Brown Forman move into… basketball?
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Disney beats on earnings, misses on revenue
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Eurofins Scientific acquires four French laboratories
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JD.com’s first profitable quarter sees share price up 51% year-to-date!
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Marriott shares soar on back of strong first quarter
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Compass Group sees “good six months”, feels generous
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Online travel sees a beat and a miss: Priceline and TripAdvisor
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Do Millennials love concerts? Check out Live Nation’s results
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Cognizant manages strong steady growth and a slight beat on Q1
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Moncler’s first quarter: +16% revenue
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Global Payments sees ‘exceptional start to 2017’ and raises outlook
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YouTube takes on TV networks, SVOD providers
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Yoox Net-a-porter beats 1st quarter estimates on revenue
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Hexagon has solid first quarter, sees value in acquisitions
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Inditex is Spain’s most valuable company ever
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Facebook beats the street with ease
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Delphi shares jump 10% after strong quarter and self-driving tech focus
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Match.com has “great first quarter” and expects “very solid” year
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Tetra Tech has “solid” second quarter
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Amazon pushes further into apparel with ‘Look’
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MasterCard beats estimates on profit and revenue in Q1
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Dufry sees organic growth +7%, driven by Latin America
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Xylem in Q1: “slightly better” than expected, say management
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Dominion Funds: at the forefront of the regulatory landscape, more comprehensive, and outperforming the market
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Silicon Valley and the ‘new’ monopolies
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Cognex reports first quarter record earnings
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Will Coach choose Choo?
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Economic Outlook for May 2017
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Las Vegas Sands turns in best performance since 2008 as Macau improves
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Amazon smashes expectations, share price surges
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Alphabet beats the street – and the industry
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National Retail Federation CEO: Trump tax cuts will help retail transform
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Kering shares jump 11% on back of record first quarter sales
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Caterpillar smashes expectations, shares jump 6%
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Assa Abloy beat expectations in first quarter
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New Oriental Education starts turning potent revenue stream into profit
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Visa wins big in international markets
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LVMH to control and simplify Christian Dior
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Google debuts new weapons in fight against fake news
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The entertainment revolution: TV falters against gaming and SVOD
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Coffee is more popular than ever – and could get more popular due to China
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Google futurist sees nanobots in humans by 2030s
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Adidas release more Kanye West products
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Jack Ma: internet and automation will cause 30-years of pain
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Gwyneth Paltrow’s Goop products to appear on Net-a-porter
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Xylem outline four ways that water treatment and reuse can help planet
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Social media surprisingly important for luxury watch industry
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Disney pushing to retain spot as theme park king
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Smartphone ‘addiction’ on the rise in China
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Novartis sees massive potential in Chinese healthcare market
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eBay posts solid results for first quarter
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Chinese exposure crucial for luxury brands
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The next big bet for AI? Selling humans insurance
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Remy Cointreau posts strong results in Q4, +6% organic growth
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Google Earth goes travel friendly with latest tech
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President Trump offers big benefit to Silicon Valley
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L’Oreal displays a beautiful start to the year
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For Facebook, augmented reality is the future
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Tetra Tech awarded $240 contract with U.S. Navy
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Chinese growth bolsters global economy
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Disney’s ‘Star Wars: The Last Jedi’ set to continue global box office
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Big games bode well for market leading developers in 2017
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Givaudan sees “good business momentum” in first quarter
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Japan’s demographic difficulties continue
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Jing Daily: luxury brands should do more to target Chinese consumers
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New WHO report shines light on dirty water
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Google’s new app can help with… everything!
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Markets at war
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H&M looks to brand diversification, logistics, for growth
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Facebook makes “first of many” improvements to Instagram Direct
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Xylem increases 2020 financial targets in light of profitable acquisitions
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“Big Pharma” beats Bass in war over drug prices
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MasterCard invests in five fintech start-ups
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Wolters Kluwer and Validis sign exclusive agreement
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Shimano expands operations in South Carolina
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Divergence between wages and inflation puts focus on UK consumers 11 April 2017
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Rémy Cointreau goes digital
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The battle for Generation Z picks up steam
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Amadeus moves into bus-booking market
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Do surprising low payroll gains signify a more sustainable rate of progress?
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Morgan Stanley sees 3 big opportunities for Amazon
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Is Inditex planning to capture a lower price point?
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Eurofins acquires environment tester, becomes market leader
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U.S jobless claims hit a 5-week low
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Does Macau uptick mean that Beijing’s over austerity?
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Gaming gets a scholarship at University of Utah
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UK Govt. join call for Google to ditch extremist content
