Governance, Valuations and the Crisis of State Capitalism
In Januaryâs âGovernment and Marketsâ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
268 Views
China Internet: Mobile Games Realize Their Potential
Solid top line performance at Chinese internet stocks has not helped the share prices which have been battered for the second time in 7 months....
444 Views
A to Z - Amazon's Growth Story
Amazon.com has recorded one of its best years ever. Many investors are following its success while also wondering if the future will be as bright....
2.9k Views
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a âsudden stopâ for China and uncontrolled FX depreciation across EM is unfortunately...
9.4k Views
Yahoo Japan to Buy Ikyu
THE BACKGROUNDYahoo Japan Corp (36.4% owned by Softbank and 35.5% owned by Yahoo Inc of the US) announced after the close today that it would...
524 Views