Baidu Investments - Weak Disclosure and a Cautionary Tale - Inteqres ESG Bite
We continue our series looking at the accounting for investments in Chinese internet companies by focusing on Baidu. Baidu has a similar liking to...
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Alibaba (BABA): Online Product Shopping Up 3% Vs. Total Retail Down 20% in China
China’s consumption plunged 20% YoY in January and February of 2020. However, online product sales increased 3% YoY in the first two months of...
536 Views
China Internet Weekly (16Mar2020): IKEA Goes to Alibaba and Gome Appliance Goes to JD.com
IKEA started an online store on Alibaba (BABA)’s Tmall.com and Gome started an online store on JD.com. Alibaba (BABA)’s home delivery network,...
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Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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Softbank's Unspoken Problem: Oyo China Is Now "Default Dead"
Oyo China is 'default dead' in our view, using the words of Paul Graham of Y Combinator. They just don't know it yet in our opinion. Oyo's China...
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