Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in...
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China Online Gaming: Structural Shifts Reinforce Tencent and Netease. Tencent Remains Our Top Pick
Online games offer one of the best ways to monetize the growth of online traffic. The shift in sector revenue mix underscores that. Tencent (700...
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Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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For ZTO, Little To Inspire Inside Alibaba's Q3 (December) Results
Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) reported its Q3 (December) earnings results on Tuesday morning in New York. In the...
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Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
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