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...
390 Views
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...
359 Views
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...
324 Views
Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
544 Views
China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results fromĀ China Mobile LtdĀ (CM) in particular are supportive of the Chinese internet stocks. Ā Our view has been that just looking at the...
365 Views