Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ādigitalā as defined by the discrete electronic tasks they performed on...
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Morningstar Markets Observer: Q2 2016
All fixed-income indexes posted especially strong returns considering the current low-yield environment, because of falling interest rates and...
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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...
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From Famine Comes Feast: China Mobile's Strong 1Q16 Driven by Rising Mobile Data Usage
After challenging results commented on inĀ Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results, this week we saw a...
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China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
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