G-20/Tech War/Consumption/Carrefour Quits/Bonds
China News That Matters Big in Japan Huawei on stage as digital iron curtain falls Milk not Merc: cautious consumers disappoint Just not worth it...
610 Views
Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough
Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...
690 Views
JD.com (JD): Time to Accumulate - Answers to Typical “Buts”
We believe JD has upside 100%+ for the year end 2018. We answer typical “buts” in the market: ---- “But Richard Liu was accused.” ---- “But JD is...
725 Views
China's Consumers/Banks/Bond Market and Defaults/Trade Wars/Marxism
China News That Matters Good news for China's consumers, Alibaba Group Holding Ltd (BABA US), JD.com Inc (ADR) (JD US) and Suning Commerce Group Co...
288 Views
The Week That Was in NorthAsia@Smartkarma: Itochu/FamilyMart, Samsung, Suruga, & Renesas
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Itochu Tender For FamilyMartTravis Lundy explained the...
291 Views