2018 China’s Singles’ Day GMV Review - First Cut
The initial results of Alibaba Group Holding (BABA US) Singles’ Day Shopping Festival which concluded at 11 am ET today came out to be largely in...
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RRG EM Macro Weekly - Outlook for 2019 in Focus - Lower Oil and Rising Trade Impact
Are Lower Oil Prices Linked to Underlying Weakness? Impact of Trade War on 2019 Growth Outlook China: October showed very strong trade numbers for...
441 Views
Ctrip Q318 Results: BAD (Increasing Margin Pressure) > GOOD (Bottoming of Revenue Growth)
Ctrip.Com International (Adr) (CTRP US) reported Q318 earnings results after hours on Wednesday, November 7th that include a mix of good and bad.On...
539 Views
Alibaba Group Holding: Three Metrics Sell Side Analysts (Choose To) Ignore
We find three worrying metrics on Alibaba Group Holding (BABA US) that point to much slower growth narrative. The three metrics are all related to...
857 Views
Quants Blow Up, as Turkey Leads EM FX Rebound…
'Analysis of factor exposures, risk contribution by position, hit ratios and correlations has never been easier and more widely practiced across...
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