China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD
The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...
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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...
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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...
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