The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
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Tencent-Backed Yuanfudao Raises New Funds at a Valuation Close to US$7.5bn
It was reported by several news media outlets that Tencent-backed online education platform in China, Yuanfudao is close to completing a new round...
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Why Are Major U.S. Companies Suspending Their Share Buyback Programs?
“Any public company that receives a bailout or significant funding should not be allowed, by law, to do stock buybacks EVER AGAIN as part of their...
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Tencent, Naspers, and Prosus - Discounts Getting Too Big to Ignore - Inteqres
Since the Coronavirus hit Europe, both Naspers and Prosus have significantly underperfomed Tencent. We are not fans of either Tencent or Prosus...
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Trip.com - Kung Flu
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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