China Internet Gaming: Increasingly Competitive as Tencent Expands
Latest data from AppAnnie for May indicates an uptick in competitive intensity for the Chinese market as Tencent expanded its top-10 presence...
278 Views
Chinese Supercomputers Outstrip the Competition
China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and...
389 Views
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
388 Views
Netease Delivering on Growth. Valuation Looks Attractive.
Of all the Chinese internet companies we cover, the market's reaction to Netease Inc Adr (NTES) has been the most positive. 1Q16 results were ahead...
387 Views
China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results from China Mobile Ltd (CM) in particular are supportive of the Chinese internet stocks.  Our view has been that just looking at the...
363 Views