Fast Food in China Is Maturing
The fast food restaurant industry in China is going to generate $135.6 billion in 2016, up 8.3% compared with 2015. The revenue is projected to...
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Hotels in China: 2016 Report
The share market of three-and four-star hotels will increase over the period as changes in the industry structure. The giant hotels are moving into...
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ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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JD 3Q16 Earnings: Revenue and EPS Beat; Guidance Implies Upward Consensus Revision
What You Need to Know JD reported revenues of RMB60.7 billion, 38% higher YoY, while earning an adjusted EPS of US$0.03. Revenue beat analyst...
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