Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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China Internet: Alibaba Meeting Note - Update on Ecosystem, Monetization, and O2O
Alibaba Group Holding Ltd (BABA US) remains focused in 1) continuing to build out its ecosystem, 2) increasing online monetization and 3) tapping...
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Interview Series: Jim Tompkins and Michael Zakkour of Tompkins International
Euromonitor International is pleased to present an interview with Jim Tompkins, CEO, and Michael Zakkour, VP China/APAC Practice, of Tompkins...
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Alibaba Knocking on First Rally Target with New Highs in Store
Alibaba' rally has unfolding in line with our buy call at 88.60 on January 4th and now knocking on our first macro target at 115. Currently up...
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