Alibaba's Investor Day - Jack Ma on Globalization, Trade War and the Future, A Few Takeaways(Part I)
How can you grow in the future? How can you grow faster? At Alibaba Group Holding (BABA US)'s Investor Day held at Hangzhou (Sep 17-18th), Jack Ma,...
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Maoyan IPO Preview: Running Out of Growth Drivers
As Meituan Dianping (3690 HK)’s shares begin trading on Thursday, we look at Maoyan, which was founded and subsequently divested by Meituan....
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Alibaba (BABA): Eventually Non-State Owned Companies Do Not Need to Face Another Judgement Day
Three Chinese internet giants have gotton into troubles during the past one month. Non-state owned company (private company below) owners become...
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China and the US Race for AI Lead, Tesla's Competitive Advantage, Health, the Killer Apple Watch App
Our regular review and analysis of articles of interest pertaining to Artificial Intelligence and how it may affect investors. China and the US...
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Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
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