Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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Baidu Shut Down All Commercial Post Bars; E-Commerce in a Downward Spiral
In July, Baidu Inc (ADR) (BIDU US) announced that it would shut down all commercial Baidu Post Bars (BPBs). A BPB works like a Facebook Page....
218 Views
Pilot Safety on Chinese Aircraft Carriers
A report about the death of a pilot landing on the prestigious Liaoning aircraft carrier raises important questions over safety and the quality of...
364 Views
Merger of Uber China and Didi Will Benefit Tencent and Alibaba in Long Term; A Negative for Baidu
On Aug. 1, 2016, Uber, the global leading app-based ride hailing service provider, announced its intention to merge Uber China with Didi Chuxing....
236 Views
Alibaba: Didi Deal Impact Positive But Small; Ant Financial Still Key and A Senior GS Banker Joined
Didi's defeat of Uber in China has been reported all over the media. Even though this is a very positive business development for Alibaba Group...
233 Views