Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
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Tencent Rumoured to Invest $1 Billion in Newly Merged Meituan-Dianping; the War Has Just Begun
The Wall Street Journal has reported that Tencent is 'near a deal to invest $1 billion in China's biggest online provider of on-demand services,...
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Group-Buy Leaders Merged; What Should Baidu Do Next?
The two biggest group-buy/O2O players in China, Meituan and Dianping.com, announced a merger on Oct. 8, 2015, with combined valuation of $15...
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Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
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U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
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