Sogou 搜狗 2017 Q4: Bigger, yet Smaller
For Chinese search engine Sogou 搜狗 ('search dog'), I think this last quarter was about it's balance sheet, which is now bigger, as a result of a...
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21 Things Worth Knowing (#19)
In today's 21 Things.....China spying on Africa, the purge of dissenting voices continues in Turkey, Carillion fallout (Capita profit warning), no...
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NIO-Tesla of China?? - Possibly - First Impressions Are Excellent – I Will Try To Buy The Car
First production car built took 2 years and set a track record for any kind of production car at the Nürburgring, an incredible feat. NIO has...
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After a Rocky Week for US Foreign Policy Davos and Korea Provide and Opportunity - Will Trump Act?
China: Economy remains very, very strong with solid markets overseas and good growth at home. Large US trade deficit for 2017. Mexico: Reports...
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EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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