Update on Xiongan: The City of the Future
With construction starting soon, a local government official in Hebei province stated that the Xiongan new area is calling for international...
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Netmarble Games IPO Part 3 - Valuation Discussion
Well, apparently not many investors are questioning whether Netmarble's popularity is for real. That is, (surprisingly) they seem to be accepting...
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China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
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China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
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China Internet: Online Advertising Now >50% of Total Chinese Ad Spend.
Listed Chinese Internet companies posted 26% YoY revenue growth in 4Q16, a modest rebound from 22% growth in 3Q but still below the low 40s growth...
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