Chinaās Rude Awakening -Ā Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of āworld classā AI development in...
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Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
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Chinese āSuper Appsā Driving Automation of Consumptionā¦
āWe don't want to be just a retailer but to help all others run their business betterā¦ā Chen Zhang, JD's chief technology officer, talking about...
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China's Debt Focus and Implication on Online Consumer Loan Industry
Rounds of Tightening Squeezing Online Cash Loan PlatformsOn November 22 after the market close, the International Financial News by People's Daily,...
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21 Things Worth Knowing (#9)
In Today's Issue1.Ā San Miguel Corporation (SMC PM) announced a restructuring of the group including a share swap with San Miguel Pure Foods Co Inc...
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