China Internet: Strong Trends in Online Entertainment Show Tencent's Dominance.
China’s online entertainment market continues to evolve. There is a greater focus on complex mobile game play whilst the introduction of innovative...
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Qudian (NYSE: QD) IPO: Payday Loan Company Shadowed by Ant Financial
As the management started the IPO roadshow last week in Asia and this coming week in US & Europe, we believe that, similar to ZhongAn Online...
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Global Equity Seasonality: Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
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China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
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Sea Ltd IPO Review - A Pure Exposure to SE Asia's E-Commerce & Gaming Despite Stiff Competition
Sea Ltd (SE US) is looking to raise approximately US$1bn from its upcoming IPO. Proceeds raised will be used for user acquisition, content...
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