CDR Pilot Program Update - Xiaomi First, Baidu Next? BABA and JD Coming Behind
Since I wrote on the official launch of the CDR Pilot Program (see Insight Stream at right) as announced by the CSRC 11 days ago and the next day...
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Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
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Byte Dance Lawsuits Show: Tencent (700 HK) Is Small Companies’ Inevitable Platform and Competitor
Summary Tencent and Byte Dance launched lawsuits against each other. In fact Byte Dance is fighting every internet giant. We believe that new...
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Uxin IPO Preview: Warning Lights Flashing
Uxin Ltd (UXIN US) filed for a Nasdaq IPO to raise $500 million. It is a leading Chinese a leading used car e-commerce platform backed by Baidu Inc...
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Baidu (BIDU) – Will Love Affair Rumor Impact Founder's Control?
Baidu Denies RumorMay 2018 is an eventful month for Baidu.  The COO, Dr. Qi Lu 陆奇, just resigned two weeks before.  Last week a rumor has been...
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