Emerging Markets: Outlook and Recommendations
Today's report provides a synopsis of the technical state of emerging markets, along with actionable countries and a wide variety of bottom-up...
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CHINA – First Public Trial of Autonomous Bus in the World - Bus Sales Will Rocket
Autonomous Buses will revolutionize the transit industry Anhui Ankai Automobile A share 000868 making Alphaba autonomous driving buses for the...
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The State-Owned and Baidu Backed Online Grocer that Loses Lots of Money
We believe COFCO Womai Ltd (1556961D HK) may run out of money over the next 1.5-2 years. Womai, a leading online grocery chain in China, plans to...
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Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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