Baidu Faces Headwinds from Regulatory Issues and Taxation
We have had (and continue to have) a preference forĀ Tencent Holdings LtdĀ (Tencent) overĀ Baidu Inc Spon AdrĀ (BIDU). The main reason has been the...
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Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
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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...
369 Views
Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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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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