Consumer Finance Deleveraging Clouds 2018 Outlook
● We believe there is an increasing likelihood that the fallout in cash loan sector might spread to consumer finance. What might be at risk is Ant...
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Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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Baidu's Technology Is Impressive but yet to Monetize While the Core Search Business Remains Weak
In late November, Baidu Inc (ADR) (BIDU US) hosted their annual Baidu World (BW) showcase in Beijing (write-up somewhat lost into year-end). This...
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China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
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CHINA - Very Disruptive New Tech China Carmakers - BUY TENCENT
New autonomous carmakers will redefine car making New entrants such as Nio will impact on Tesla’s success in China and traditional car companies...
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