China Internet: Mobile Games Realize Their Potential
Solid top line performance at Chinese internet stocks has not helped the share prices which have been battered for the second time in 7 months....
319 Views
A to Z - Amazon's Growth Story
Amazon.com has recorded one of its best years ever. Many investors are following its success while also wondering if the future will be as bright....
2.8k Views
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.3k Views
Yahoo Japan to Buy Ikyu
THE BACKGROUNDYahoo Japan Corp (36.4% owned by Softbank and 35.5% owned by Yahoo Inc of the US) announced after the close today that it would...
381 Views
JD.com: Internet Growth Powerhouse
We believe JD.com is set for further gains. The company aims to grow at 2x the market rate and currently is exceeding this comfortably. The strong...
266 Views