US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
266 Views
Sina/Weibo: Growth in Advertising Verticals and Social Commerce. Sina Offers Cheap Entry into Weibo
We have met a number of the Chinese internet companies recently, among them SINA, the 56% shareholder of Weibo. As with a number of these...
221 Views
LINE: Biggest Tech IPO in 2016 (Part 1)
LINE is expected to be the largest tech IPO globally in 2016. This is Part 1 of our three parts reports on LINE IPO.Investment positives of LINE...
329 Views
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...
185 Views
Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
203 Views