58.com, China's Online Classifieds Leader
58.Com Inc (WUBA US) is China’s leading online classified advertising platform and is backed by industry heavyweights Tencent (700 HK) directly and...
249 Views
Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
216 Views
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
401 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
327 Views
Encouraging Non-Interest Income in China's Banks
For too long China's state banks have relied on a guaranteed profit from state-sanctioned lending rates. Electronic payment systems will provide...
211 Views