Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP
Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...
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Chinese FDI by the Numbers: CFIUS Activity, 2009-2014 (Part 2 of 2)
On the eve of President Xi Jinping's visit to President Donald Trump's Florida estate, and with the Committee on Foreign Investment in the United...
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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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Chinese FDI by the Numbers: China-To-US Foreign Direct Investment , 2000-2016 (Part 1 of 2)
Days ahead of President Xi Jinping's visit to President Donald Trump's Mar-a-Lago estate, and with the Committee on Foreign Investment in the...
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Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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