China Internet: Mobile Games Realize Their Potential
Solid top line performance at Chinese internet stocks has not helped the share prices which have been battered for the second time in 7 months....
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Naspers. More than a Ten(Percent) Story
Naspers Ltd (Naspers) is the major shareholder of leading Chinese internet firm Tencent Holdings Ltd (Tencent) with a 33.5% stake. It is South...
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Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
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CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
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CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
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