Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
565 Views
Last Week on China Internet (21Oct19): Baidu Saves Paper Cup, Tencent Signed up China's Largest Bank
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
575 Views
RRG Global Macro Weekly - Election Volatility Expected in India, Indonesia and Thailand
Volatility set to rise as Thailand, Indonesia and India all Face ElectionsRussia: Michael Calvey, a US citizen and one of Russia's most prominent...
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China; Passive Inflows, National Service and Wealth Destruction.
There is an inherent contradiction between Beijing’s drive to consolidate state control over the corporate sector and internal capital investment,...
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