IQIYI IPO Preview: Likely to Remain a Not-For-Profit
iQIYI is a leading Chinese online video platform, backed by Baidu Inc (ADR) (BIDU US), an 80.5% shareholder. In its 4Q17 results on 13 February,...
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Week Ahead in Global Macro: Inflation (US, UK, Oil Reports, India), Japan/EU GDP, Lunar New Year
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we maintain short positions on US stocks...
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Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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Bears Become Endangered Species, as Tech Faces Zeitgeist Shift…
It’s rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for ‘melt up’...
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Disney-Fox Deal Highlights Value of Sky's Subscribers, if They Are Retained Somehow
Sky Network Television Ltd (SKT NZ) maintains "now is not the time for a massive conversion of our core business." However, we believe the no-moat...
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