Minsheng Education IPO: Premium for First Listed Tertiary and Vocational Education Player?
Minsheng Education, a China Chongqing province based education provider, is looking to raise up to US$200m in its Hong Kong listing. Our fellow...
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China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
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NetDragon: Quality Business with Limited Downside & Unlimited Upside. Value or Growth? Why Not Both!
NetDragon (“ND”) is a true innovator as a Chinese internet company. In addition to online game development and operation, ND has built two...
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China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
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Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017
GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...
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