Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
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EM Tech: Â Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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Buying Baidu's Mega Bullish Formation
Baidu ADR is putting the final touches on a very bullish triangle pattern under the assumption this pattern breaks to the upside. Long term...
363 Views
China Internet: Online Advertising Now >50% of Total Chinese Ad Spend.
Listed Chinese Internet companies posted 26% YoY revenue growth in 4Q16, a modest rebound from 22% growth in 3Q but still below the low 40s growth...
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Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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