Group-Buy Leaders Merged; What Should Baidu Do Next?
The two biggest group-buy/O2O players in China, Meituan and Dianping.com, announced a merger on Oct. 8, 2015, with combined valuation of $15...
285 Views
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
258 Views
U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
263 Views
CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
300 Views
Requiem for a Duck - Looked, Quacked, Caveated, Dead - STILL CAVEAT EMPTOR.
When Sinomedia's chairman and founder's companies announced June 11th of this year they were going to sell their 53.4% of shares in Sinomedia (623...
966 Views