Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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IQIYI IPO Valuation: Throwing Good Money After Bad
iQIYI Inc (IQ US) is a leading Chinese online video platform. On Friday, it announced its IPO price range of $17-19 per ADS. At the mid-point of...
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Baidu 百度 2017 Q4: Back to the Future
Leading Chinese search engine Baidu 百度 had a good quarter to end 2017. With revenue growth on a firmer footing, a management that has successfully...
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China Online Video - Live Broadcasting Is a Powerful Monetization Tool for YY Inc and MoMo
New Street Research has been positive on online video in emerging markets (see EM Telcos: Video Growth Drives an EM Wireless Growth Inflection). In...
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IQiyi IPO: Marginal Leader of Its Class but Competition Emerging from Short Video Apps
iQiyi, the leading video streaming platform in China, is raising up to USD1.5bn in its IPO in the U.S. In this insight, we will look at its...
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