Outlook For Global Economy and Markets Through Late 2016
In this month’s analysis of the RRG Global Consumer Sentiment Index (GCSI) we review the current dynamics behind the global economy and highlight a...
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Naspers: Latest Results Show Good Revenue Traction but It Comes with a Cost.
Naspers recent FY16 results showed continued positive top-line development, which was offset by increased development spending. While there is some...
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This Chinese Internet Giant Is Riding the Mobile Wave.
Tencent is China's largest Internet service provider based on its two key social networking platforms, Weixin and QQ.Through connecting users with...
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Tencent's Multiple Platforms Deliver Key Advantages
The market seems to view Tencent Holdings Ltd (Tencent) as an online games company which also owns WeChat (the WhatsApp of China). We think this...
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Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
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