Want to Know Facebook & Snapchat's Next Big Move? Look Closely At China
E-commerce sales went through the roof in China during the mid-year 618 shopping festival. Underpinning this tremendous growth was the usage of...
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Sony In The Mix To Takeover Leyou?
A Brief Background On the 20 September 2019, Leyou Technologies (1089 HK), an online game operator in China, announced it was in preliminary...
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Archosaur Games IPO: Valuation Insights
Archosaur Games (9990 HK) is a leading games publisher in China focusing primarily on mobile MMORPG (massively-multiplayer online role-playing...
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Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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