Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
141 Views
EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
389 Views
Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
261 Views
IKang: Endgame Approaching, But Fair Price Is Distant
iKang Healthcare Group (ADR) (KANG US) 's December quarter results provide updated benchmarks for evaluating Yunfeng and Alibaba's US$20/ADS offer...
474 Views
IQIYI IPO: Tencent Video's Metrics Point to a Stronger Business
Comparing iQIYI Inc (IQ US) to its key competitors, Tencent Video and Youku, is a challenge due to lack of financial disclosure from competitors....
434 Views