Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
197 Views
China Internet: Mobile Games Realize Their Potential
Solid top line performance at Chinese internet stocks has not helped the share prices which have been battered for the second time in 7 months....
319 Views
Naspers. More than a Ten(Percent) Story
Naspers Ltd (Naspers) is the major shareholder of leading Chinese internet firm Tencent Holdings Ltd (Tencent) with a 33.5% stake. It is South...
346 Views
A to Z - Amazon's Growth Story
Amazon.com has recorded one of its best years ever. Many investors are following its success while also wondering if the future will be as bright....
2.8k Views
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.3k Views