investor view

Oct 25, 2023

‘Chexit’: Is there a scenario where the agency groups leave China?

In light of the recent WPP raids in Shanghai, Ian Whittaker raises the question: Will pressure from investors eventually force agency groups to consider exiting the Chinese market?

Jan 15, 2023

Investor view: Reasons to be optimistic about advertising in 2023

Structural factors mean adland is in reasonably good shape to weather any cyclical downturn.

Aug 22, 2022

The great divergence: Why is the ad market sending out such mixed signals?

INVESTOR VIEW: Established media and agency groups are performing well, while tech giants and small businesses struggle.