Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) paid US$800 mn increase its stake in money-losing logistics...
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Rate Hike for ZTO? If Most Leading Express Carriers Refuse to Follow, Don't Bet On It
Shares of ZTO climbed almost 15% last week on news that the company and its so-called "network partners" plan to raise shipping rates in November...
174 Views
China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
160 Views
Hardly a Grand TOUR: Short Tuniu On Slowing Growth, Chinese Tour Bans, & Equity Dilution Risks
Chinese package tour specialist Tuniu Corp Spon Adr (TOUR US) saw the pace of its reported Total Revenue growth decline in 2016, from an incredible...
184 Views
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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