Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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The Week that Was in Greater China @Smartkarma: BABA Is Everywhere, Chinese Tourism, Fertility Fears
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of August 13 - 18 and features a selection of the week's insights on...
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China Unicom's Mixed Ownership Reform Plans Announced but Benefits Likely Overhyped
China Unicom Hong Kong Ltd (762 HK)'s first-half result was slightly better than expected with strength in the mobile businesses more...
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Voice - The Next Big Computing Platform
Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...
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Baidu Beats Expectations in 2Q17 but Too Early to Cheer. We Remain at Neutral.
Whilst positive sentiment built up after the company’s impressive AI developers’ conference, we remain cautious on near to mid-term monetization at...
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