Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
195 Views
EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
213 Views
Buying Baidu's Mega Bullish Formation
Baidu ADR is putting the final touches on a very bullish triangle pattern under the assumption this pattern breaks to the upside. Long term...
233 Views
China Internet: Online Advertising Now >50% of Total Chinese Ad Spend.
Listed Chinese Internet companies posted 26% YoY revenue growth in 4Q16, a modest rebound from 22% growth in 3Q but still below the low 40s growth...
247 Views
Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
310 Views