The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
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Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
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Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
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Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
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"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
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