Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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Tencent Holdings Limited (SEHK:700) 4Q17 Preview: An Inline Quarter and a Strong 2018
â—Ź We suggest Tencent 4Q17 revenue/net income will beat consensus by 1.2% and 0.7%.â—Ź We raise our estimation for mobile games and internet finance...
298 Views
EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
255 Views
Tencent Fresh High Targets
In our November 28th insight we outlined a buy the dip strategy on the basis that the previous rise was impulsive and that weakness going into...
246 Views
Last Week in Event SPACE - Kakao, Mirae, Minato, OOIL, Hitachi Kokusai
Last week, a possible ban on cryptocurrency trading further skews the Kakao Corp (035720 KS) GDR arb; the mechanics of Mirae Asset Daewoo...
529 Views