Alphabet Beats Baidu on Risk, Growth Potential and Valuation
This is the first of a series of articles examining major China vs US Internet stocks. Baidu dominates the Chinese search market; Alphabet...
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BIDU: Advertising Headwinds Mount. Guidance Cut.
We recently reduced our numbers for BIDU on concerns about the impact of a recent issue with a military hospital on advertising. New regulations...
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Anxiety Over Brexit Surges While Key Economic Data Continue to Improve
Following a ‘risk-on’ rally early in the early part of last week global stocks dropped going into Friday on concerns that a series of key events...
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JD.Com: Weaker Sales Growth but More Focus on Profitability
When we last wrote about Jd.Com after their 1Q16 results, we noted "...the company was cautious in its comments on the macro environment and...
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RRG Proprietary Measure Uses Online Activity to Measure Consumer Sentiment in Asia
RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media Bias People tend to adjust their answers in...
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