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27 Jul 2020 10:59

China Internet Weekly (27Jul2020): Online Retail Continued to Accelerate in June

The growth rate of China online retail reached 19% YoY in June, higher than 15.6% YoY in May. Chinese retailing e-commerce companies raised funds...

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Ming Lu
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bullishMSCI ACWI Index
25 Jun 2020 21:37

Global Equity Strategy: Stick With Technology

Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...

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11 May 2020 09:35

Weekly (11May2020): Labor Day Online Sales up 36%, BABA & PDD on U.S. Blacklist

Labor Day vacation online sales increased 36.3% YoY. Alibaba (BABA) and Pinduoduo (PDD) are blacklisted by the Office of the U.S. Trade...

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Ming Lu
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bearishWeibo Corp
23 Mar 2020 10:42

China Internet Weekly (23Mar2020): Weibo Leaked Personal Data Including Its CEO’s Phone Number.

Weibo (WB) leaked personal information including identity numbers and phone numbers. JD.com (JD) launched a repurchase plan and Momo (MOMO)...

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Ming Lu
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14 Feb 2020 17:32

HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD

We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 7 February 2020.Total...

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