Report
E.commerce: Putting fears of rising interest rates on e-commerce valuation into perspective
E.commercePutting fears of rising interest rates on e-commerce valuation into perspective
E-commerce stocks sell-off triggered by a 20-70bps yields rise
While recent share prices decline priced in a 100bps yields rise
Strong fundamentals still there while tough comps are not always unsurmountable
Provider
Bryan Garnier
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
Clement Genelot
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