Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
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COVID-19 and ESG: Amazon Behaving Badly
If Amazon were a country, the media would call it a coronavirus "hotspot." Amazon's workers are testing positive for COVID-19 in alarming numbers,...
595 Views
China Internet Weekly (6Apr2020): JD Founder Resigned, LK Cooked Book, BIDU & PDD's Odd Financing
JD.com (JD)’s founder resigned. Luckin Coffee (LK) cooked its books. Tencent (700 HK) WeChat Pay’s new function: consumer loan. Tencent (700 HK)...
450 Views
What Might Have Happened at Luckin Coffee (瑞幸咖啡) + Trade Ideas and Implication for Other ADRs
Luckin Coffee (LK US) announced last night that the Board of Directors has formed a special committee to oversee an internal investigation into...
714 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...
411 Views