NIC’s October Newsletter

The NIC October’s Newsletter is here! In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Timor Domin, elaborates on the impact of US-China relations on the Asian technology market. Moreover, in our Read more…

NIC’s June Newsletter

The NIC June’s Newsletter is here! In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Tobias Berberich, our IBD Head, elaborates on the impact of the pandemic in the high-quality crude oil, Read more…

NIC’s March Newsletter

The NIC March’s Newsletter is here! In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Federico Farina elaborates on Bob Chapek to succeed long-time Disney CEO Bob Iger. Moreover, in our Regional View, Francisca Fernandes Read more…

NIC’s February Newsletter

The NIC February’s Newsletter is here! In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Marvin Breuer, elaborates on why profitability does not matter for Software as a Service (SaaS) valuations. Moreover, in Read more…

NIC’s January Newsletter

The NIC January’s Newsletter is here!  In our Macro Overview section, Analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Paulina Michel, our head of communications, elaborates on the reduced Reserve Requirement Ratio in China and its positive Read more…