Alibaba's Stock Could Face Near-Term Pressures, but Not for the Reasons Barron's Points Out
On Sept. 12, Barron's published an article on Alibaba lambasting various aspects of the company: Its relative valuation metrics Its competitive...
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CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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Recalibrating Alibaba Near-Term Outlook Amid Consumer Sentiment Concerns, Long-Term Potential Intact
We're reducing our fair value estimate for Alibaba to $76 per ADS from $84 following management's cautious comments about near-term China GMV...
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CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
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CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
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