Naspers Profitability Continues to Improve but Discount to NAV Remains Stubbornly Wide
Naspers (NPN SJ) recently announced mixed FY18 results which showed a slowdown in top-line growth (ex-Tencent), but continued success in lowering...
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Who Is Pinduoduo (拼多多）
1. Essential InformationCompany DescriptionLaunched in 2014, Pinduoduo is a group buying social e-commerce platform. Users can invite their family,...
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Autonomous Driving- China Is Surging Ahead
While China lagged behind its global counterparts for many years when it comes to autonomous driving, that situation has changed dramatically over...
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EM Investors Reduce China Underweight - Take Out the B.A.Ts and They Are Overweight!
EM Investors Reduce China UnderweightGlobal EM Investors are closing their underweight positions in China. Analysis of 180 Global EM Equity Funds...
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Sector Capsule: Video Games in China
Retail current value sales grew by 24% in 2017 to reach CNY202.1 billion. Mobile games drives the category. Tencent Games led in 2017 with a 29%...
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