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...
250 Views
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...
235 Views
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...
266 Views
Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
312 Views
Intime Retail: Scheme Document
Early this morning, Intime Retail Group Co Ltd (1833 HK) despatched the Scheme Document pursuant to the takeover offer from Alibaba. TimetableIFA's...
298 Views