Alphabet Beats Baidu on Risk, Growth Potential and Valuation
This is the first of a series of articles examining major China vs US Internet stocks. Baidu dominates the Chinese search market; Alphabet...
254 Views
Blockchain and Central Banks
As I noted in my post from a fortnight ago, Blockchain in the Financial Services Industry, central banks are taking greater interest in blockchain...
182 Views
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
266 Views
BIDU: Advertising Headwinds Mount. Guidance Cut.
We recently reduced our numbers for BIDU on concerns about the impact of a recent issue with a military hospital on advertising. New regulations...
185 Views
Baidu Faces Headwinds from Regulatory Issues and Taxation
We have had (and continue to have) a preference for Tencent Holdings Ltd (Tencent) over Baidu Inc Spon Adr (BIDU). The main reason has been the...
203 Views