TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
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COVID-19: Sectors and Stocks Through the ESG Lens – Internet Retail (Alibaba)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
447 Views
COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
419 Views
Clear Media: Done Deal From Alibaba & Co.
After four months of negotiation, a firm Offer for Clear Media Ltd (100 HK) has been announced. In my short-lived insight yesterday (Clear Media:...
564 Views
SoftBank Group - Nothing Works
* Large Debt Levels: SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease...
442 Views