SF Holding Rapidly Gaining Share in China's Domestic Express Market
Leading Chinese express parcels player S.F. Holding (002352 CH) has increased its share of China's domestic express parcels market since launching...
294 Views
Early Thoughts: JD.Com’s Logistics Unit to Raise US$8-10bn in an Overseas IPO
It was reported by several news media outlets that JD.Com’s logistics unit (JD Logistics) is said to be having discussions with banks about a...
432 Views
China Internet Weekly (30Dec2019): We Review Our Ratings in 2019, Tencent Fired 60 Corrupt Employees
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
571 Views
China Internet Weekly (24Dec19): Alibaba Reached Record High and Reorganizes Departments
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
805 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
757 Views