Global Equities: China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
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Naspers Continues to Execute Well on Its Non-Tencent Investments.
Naspers (NPN SJ) recent 1H18 results show continued traction on the top-line with revenues (adjusted for M&A and FX) continuing to accelerate....
726 Views
21 Things Worth Knowing (#15)
In this issue:A loss-making Turkish/Chinese IPO, ASEAN and China talk South China Sea, Naspers will carry on buying, South Africa's consumer woes...
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MakeMyTrip Q2 Results Doubly Disappointing, Again; Look for More Attractive Tourism Plays Elsewhere
For a second consecutive quarter since the January 2017 completion of its merger with Ibibo Group, Makemytrip Ltd (MMYT US) reported financial...
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Upgrade to Softbank Target Price Driven by Alibaba. Holdco Discount Looks Extreme
We have raised our target price for Softbank (9984 JP) from ¥13,200 to ¥15,500 on a higher valuation for Alibaba (BABA US) tempered modestly by...
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