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...
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Qihoo, Back from the Dead
The Roller-Coaster RideMy initial note on Qihoo was back in June 2015, titled "QIHU MBO - Fair Offer & Attractive spreads" (link).That was...
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Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
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Tencent Rumoured to Invest $1 Billion in Newly Merged Meituan-Dianping; the War Has Just Begun
The Wall Street Journal has reported that Tencent is 'near a deal to invest $1 billion in China's biggest online provider of on-demand services,...
301 Views
Group-Buy Leaders Merged; What Should Baidu Do Next?
The two biggest group-buy/O2O players in China, Meituan and Dianping.com, announced a merger on Oct. 8, 2015, with combined valuation of $15...
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