Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
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US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
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Alibaba Raised Its Stake in Weibo; A Full Acquisition Possible. BUY Sina Corp.
On Sept. 9, Weibo Corp (ADR) (WB US) stated in a US SEC filing that Alibaba Group Holding Ltd (BABA US) has acquired 3m shares of Weibo at...
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Baidu Nuomi's CEO: We're Not Done Until We Win
Baidu Nuomi's CEO (Zeng Liang) issued an internal email to all staff to dispel recent rumours that they are merging with Meituan-Dianping. The key...
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