China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
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JD.com: Internet Growth Powerhouse
We believe JD.com is set for further gains. The company aims to grow at 2x the market rate and currently is exceeding this comfortably. The strong...
366 Views
Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
411 Views
Tencent Rumoured to Invest $1 Billion in Newly Merged Meituan-Dianping; the War Has Just Begun
The Wall Street Journal has reported that Tencent is 'near a deal to invest $1 billion in China's biggest online provider of on-demand services,...
377 Views
Group-Buy Leaders Merged; What Should Baidu Do Next?
The two biggest group-buy/O2O players in China, Meituan and Dianping.com, announced a merger on Oct. 8, 2015, with combined valuation of $15...
389 Views