Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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Autonomous Driving- NVIDIA Perfectly Poised For Success
Nvidia's automotive business has risen like a veritable phoenix from the ashes of what was supposed to be the company's next big thing five years...
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Tencent (700 HK) – Investment Gains Not Sustainable, Reached Our Target, Upgrade to HOLD
The stock price has touched and is close to our last target. Upgrade to HOLD. All “BAT” have spent significantly on investee companies, but...
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Baidu's Mega Bullish Formation Part II
Our original BIDU buy call on April 30 2017 Buying Baidu's Mega Bullish Formation called for buying below 180 for a mega bullish breakout of...
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Autonomous Driving- Baidu, China's National Champion
When it comes to autonomous driving in China, Baidu stands out as the obvious leader. Its role as such was cemented in November 2017 when the...
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