Global Equity Seasonality: Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
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China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
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Sea Ltd IPO Review - A Pure Exposure to SE Asia's E-Commerce & Gaming Despite Stiff Competition
Sea Ltd (SE US) is looking to raise approximately US$1bn from its upcoming IPO. Proceeds raised will be used for user acquisition, content...
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Vivendi: Coming IPO of Universal Music Group (UMG) Gives Best Exposure to Growth in Streaming Music
Vivendi SA (VIV FP) is the French conglomerate led by billionaire Vincent Bollore Bollore has been invested in Vivendi since 2012 and is...
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Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
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