Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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Tencent Focuses on Content and Technology for 2018. Stocks Continues to Move Higher.
At its recent 7th Global Partners Conference, Tencent (700 HK) highlighted an open platform strategy centered around content and Artificial...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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