Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
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Japan Telcos: Cabinet Office to Look at Spectrum Allocation
Recent news reports suggesting that Japan could move to an auction system for spectrum allocation appear overdone. They were driven by a Cabinet...
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Global Equities: China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
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Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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