Baidu Secondary Listing: At the Crossroads
Baidu’s core online advertising business growth has been slowing down, however, Baidu's efforts in AI and advanced technologies have begun to bear...
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Baidu Secondary Listing: Searching for the Next Big Thing
Baidu could raise up to $5 bn through a secondary listing, according to press reports. In combination with the upside to our SoTP valuation, we...
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Baidu: A Closer Look at Non-Marketing Baidu Core. What Are We Paying for EV?
In this insight, I take a closer look at “Non-marketing Baidu Core” and analyse what the current market value implies for those operations, as well...
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EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Kuaishou IPO Trading - Bubbling Now, Spread Out Index Inclusion Might Keep It Going for a Bit
Kuaishou Technology (KT) raised around US$6.2bn in its Hong Kong IPO and ended its first day up 161%. Key dates for index inclusion are 17th Feb,...
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