Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
716 Views
EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
538 Views
China Newsfeeds Advertising: Catfish Agitates the Sector
●In our view, China’s newsfeeds online advertising sector will be generally driven up by Toutiao’s aggressive expansion in 2018. Altogether, we...
215 Views
China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
374 Views
China Internet: Online Advertising Now >50% of Total Chinese Ad Spend.
Listed Chinese Internet companies posted 26% YoY revenue growth in 4Q16, a modest rebound from 22% growth in 3Q but still below the low 40s growth...
439 Views