Short Weibo, Long SINA. SINA Is Trading At The Lowest Implied Value in 2 Years.
SINA is now trading at the largest implied negative value (US$347m) after we strip out the value of its 50.5% stake in Weibo, since the end of...
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China's ZTO Express Files for NYSE IPO: What It Is, What It Isn't
On Friday September 30th leading Chinese express parcel delivery company ZTO Express filed with the SEC and reportedly plans to raise as much as...
528 Views
2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
269 Views
2016 US Elections Scenario One: Hillary Clinton Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
280 Views
On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
328 Views