JD.com: Internet Growth Powerhouse
We believe JD.com is set for further gains. The company aims to grow at 2x the market rate and currently is exceeding this comfortably. The strong...
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China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
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A herd of fine horses are starting to head back to their home market
Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...
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