China Singles Day – Consensus Is Wrong on Chinese Consumers and Consumption
This strength in consumer spending is counter to the views of most Chinese foreign-based analysts. Consumption is much stronger than consensus is...
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Last Week in GER Research: Softbank, Haidilao, Tongcheng-Elong, Ctrip and 360 Finance
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on Softbank Group (9984...
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Quants Blow Up, as Turkey Leads EM FX Rebound…
'Analysis of factor exposures, risk contribution by position, hit ratios and correlations has never been easier and more widely practiced across...
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ESports - 2018 Provides a Great Platform for 2019
2018 has been another excellent year for the nascent eSports market, with growth of around 35~40% from 2017. With some big end-of-year tournaments...
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What Alibaba's Q2 Results Say About Food Delivery (Big Losses) & Logistics (Slower Growth)
As part of our coverage of Chinese domestic logistics here at Smartkarma.com, we pay close attention to Alibaba Group Holding (BABA US)'s...
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