Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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Intime Retail: Scheme Document
Early this morning, Intime Retail Group Co Ltd (1833 HK) despatched the Scheme Document pursuant to the takeover offer from Alibaba. TimetableIFA's...
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Tencent Invests USD 1.78 Billion for 5% Stake of Tesla
Tencent became the fifth-largest shareholder of Tesla Motors Inc (TSLA US). According to Tesla’s public filings, Tencent acquired 8,167,544 shares...
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The E-Commerce Retail Battle for India Heats up as Alibaba Steps In
India is an internet retailing hotbed. The past decade may have favoured the China over India economically, but with a booming population and...
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