Tech M&A Targets
In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...
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58.com, China's Online Classifieds Leader
58.Com Inc (WUBA US) is China’s leading online classified advertising platform and is backed by industry heavyweights Tencent (700 HK) directly and...
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Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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Short Weibo, Long SINA. SINA Is Trading At The Lowest Implied Value in 2 Years.
SINA is now trading at the largest implied negative value (US$347m) after we strip out the value of its 50.5% stake in Weibo, since the end of...
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