Chinese Supercomputers Outstrip the Competition
China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and...
278 Views
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
265 Views
Netease Delivering on Growth. Valuation Looks Attractive.
Of all the Chinese internet companies we cover, the market's reaction to Netease Inc Adr (NTES) has been the most positive. 1Q16 results were ahead...
190 Views
China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results from China Mobile Ltd (CM) in particular are supportive of the Chinese internet stocks. Our view has been that just looking at the...
275 Views
China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
226 Views