GEM Active Funds: Big Q1 Outperformance
Global Emerging Market funds made a strong start to 2019, with just over two-thirds of funds outperforming the benchmark, generating an average...
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Last Week in GER Research: Huya, Bilibili and Qutoutiao
Below is a recap of the key IPO/placement research produced by the Global Equity Research team. This week, we update on the bevvy of placements...
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ALTABA UNWINDING - Not Much Juice, and Considerably Different Skew
On February 27th of this year, Altaba Inc (AABA US) held a "Strategic and Financial Update Conference Call." In that call the company led by CEO...
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Alibaba (BABA): Weakest Business Line Transfers Risk to Suppliers and Cuts Headcount, 38% Upside
* Youku, the online TV subsidiary of BABA, is transforming its risk of loss to content providers. * Youku is dismissing employees. * We believe...
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BabyTree(1761.HK) FY18 Results: E-Com Further Hit by 'integration' with Alibaba; India Foray Timely
BabyTree (1761.HK)'s reported results for FY2018 continues to be impacted by the 'shift in e-commerce strategy' post collaboration with Alibaba...
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