China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
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China Internet: Strong Trends in Online Entertainment Show Tencent's Dominance.
China’s online entertainment market continues to evolve. There is a greater focus on complex mobile game play whilst the introduction of innovative...
223 Views
China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
148 Views
Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
307 Views
Semiconductors in the Age of AI
AI is the next big computing wave. After transitioning from mainframes to PCs to servers to Cloud-based data centres, computing is about to make...
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