Tencent Rumoured to Invest $1 Billion in Newly Merged Meituan-Dianping; the War Has Just Begun
 The Wall Street Journal has reported that Tencent is 'near a deal to invest $1 billion in China's biggest online provider of on-demand services,...
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Group-Buy Leaders Merged; What Should Baidu Do Next?
The two biggest group-buy/O2O players in China, Meituan and Dianping.com, announced a merger on Oct. 8, 2015, with combined valuation of $15...
409 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
385 Views
CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
474 Views
Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese Tech Stocks)?
It recently became publicly available that Michael Burry (CEO of Scion Asset Management) recently started buying put options on numerous Chinese...
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