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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NetEase 1Q16 Results Could Be a Pleasant Surprise
When we last wrote aboutĀ Netease Inc AdrĀ (NetEase) inĀ Netease Games Growth Starting to SlowĀ , our concerns were about slowing games growth. The...
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Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
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Morningstar Exponential Technology Index
The MorningstarĀ® Exponential Technology IndexĀ is designed to provide exposure to equities identified by Morningstarās Equity ResearchĀ team as...
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Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
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