Cross-Border E-Commerce in China: Updates and Whos' Who
Cross-border E-commerce ("CBEC") is a sector that has grown tremendously over the past few years with the help of the internet, the emergence of...
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Alibaba (BABA): Jack Ma’s Retirement Plan - Wants to or Has To?
Jack Ma plans to resign as the chairman of Alibaba Group after one year from now. We believe Jack Ma has to do so due to the poor relationship...
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Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
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Health & Happiness: The Supplement to Your Portfolio
What are the drivers for Health and Happiness (H&H) (1112 HK) ? Many will argue that the loosening of single child policy in China is one of...
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H&H (1112 HK): Nutrition for Babies and Their Parents
Good price momentum, earnings on an upcycle trend, and high level of cash sales relative to its sector Relaxation of the one-child policy and...
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