Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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China Newsfeeds Advertising: Catfish Agitates the Sector
●In our view, China’s newsfeeds online advertising sector will be generally driven up by Toutiao’s aggressive expansion in 2018. Altogether, we...
110 Views
Sina/Weibo Gap Continues to Widen. Recent Results Strong.
Sina (SINA US) / Weibo (WB US) 4Q17 results were solid. Weibo is a consolidated subsidiary of Sina, with Alibaba (BABA US) a strategic...
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Weibo's 3Q Numbers Look Good Ahead of an $800m Debt Issue
Weibo Corp (WB US) released selected 3Q numbers early, which show revenue ahead of expectations as more revenues came from Alibaba (BABA US) while...
191 Views