China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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Alibaba (BABA): Authorities Warned Weibo on Alibaba’s Lobbying
The Cyberspace Administration of China (CAC) warned Weibo (WB) not to ban negative news for Alibaba (BABA). CAC did this as Alibaba looks as...
558 Views
China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.
AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...
537 Views
Alibaba (BABA): 'Stay Away from My Husband', Not Only Gossip, But Also Bribery
Mr. Fan Jiang, president of Taobao and Tmall is in trouble. His wife publicly warned a female client of BABA to stay away from him. The lady owns...
734 Views
Trade/Investment Ideas for 2019/20 China ADR Listings
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
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