Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
228 Views
Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
325 Views
China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
276 Views
Focus Media: An Example of Why Chinese Firms Want To "Come Home"
We discussed the issues facing Chinese internet companies wanting to go through a delisting/relisting process in China Internet: Going Private...
231 Views
China Online Games: Tencent and NetEase Increasingly Dominant.
The Chinese mobile game market is shifting towards hard-core genres. This is positive for revenue growth at both Tencent and Netease and may also...
461 Views