US and Asia Internet
Our US and Asia Internet research teams cover a broad range of subsectors spanning digital advertising, e-commerce, travel, streaming and video, online gaming, and social networking.
By identifying and elucidating the most important controversies and debates driving capital allocation in the sector, our US Internet team supplies institutional investors with the most comprehensive company and industry research available, whether timely commentary and quick takes, or comprehensive deep dives. We tap into an extensive industry network to exercise diligence and host unique client events, while developing proprietary research to provide unique insights on major US Internet trends and businesses.
The Asia Internet team combines deep industry expertise with a bottom-up approach to tackle some of the most intriguing questions in Chinese, Southeast Asian, and Australian Internet. We frequently connect with both private and public companies, and industry experts, to frame the ever-changing landscape in Asian Internet. This experience and reach translates into a thoughtful approach to our clients’ investment objectives. We often add to our official coverage universe in places where we can deliver incremental insight, providing differentiated thoughts and process.
Please contact our sales force if you want to know more about our work.
We aren’t the “sell-side.” We are trusted advisors. Partners in thought.