Bitauto’s Privatisation Spread Risk/Reward
On 13 September 2019, Bitauto Holdings Ltd Adr (BITA US) announced a non-binding privatisation proposal from Tencent Holdings (700 HK) and Hammer...
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Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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How Is China’s E-Commerce Penetration Shaping Up?
There is heavy regional disparity in e-commerce penetration in China. Disposable income and urbanisation are two of the main drivers of...
345 Views
The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
458 Views
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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