Alphabet Beats Baidu on Risk, Growth Potential and Valuation
This is the first of a series of articles examining major China vs US Internet stocks. Baidu dominates the Chinese search market; Alphabet...
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Blockchain and Central Banks
As I noted in my post from a fortnight ago, Blockchain in the Financial Services Industry, central banks are taking greater interest in blockchain...
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US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
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BIDU: Advertising Headwinds Mount. Guidance Cut.
We recently reduced our numbers forĀ BIDUĀ on concerns about the impact of a recent issue with a military hospital on advertising. New regulations...
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Baidu Faces Headwinds from Regulatory Issues and Taxation
We have had (and continue to have) a preference forĀ Tencent Holdings LtdĀ (Tencent) overĀ Baidu Inc Spon AdrĀ (BIDU). The main reason has been the...
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