Byte Dance Lawsuits Show: Tencent (700 HK) Is Small Companies’ Inevitable Platform and Competitor
Summary Tencent and Byte Dance launched lawsuits against each other. In fact Byte Dance is fighting every internet giant. We believe that new...
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Uxin IPO Preview: Warning Lights Flashing
Uxin Ltd (UXIN US) filed for a Nasdaq IPO to raise $500 million. It is a leading Chinese a leading used car e-commerce platform backed by Baidu Inc...
579 Views
Baidu (BIDU) – Will Love Affair Rumor Impact Founder's Control?
Baidu Denies RumorMay 2018 is an eventful month for Baidu. The COO, Dr. Qi Lu 陆奇, just resigned two weeks before. Last week a rumor has been...
423 Views
Baidu (BIDU) – Yes, COO Saved Baidu, But No, His Resignation Not a Concern
Summary The resignation of Qi Lu 陆奇, the COO, negatively impacted the stock price. Qi Lu saved Baidu from a scandal – Both financial performance...
174 Views
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...
314 Views