Baidu Faces Headwinds from Regulatory Issues and Taxation
We have had (and continue to have) a preference for Tencent Holdings Ltd (Tencent) over Baidu Inc Spon Adr (BIDU). The main reason has been the...
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Softbank: Â Moar Capital Moves!
The morning of June 1st saw the announcement by Softbank Group it would sell a minimum of $7.9bn of stock in Alibaba Group Holding Ltd through a...
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Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
544 Views
JD.Com: Market Concerns on Profitability Overdone
The stock reacted poorly to recent results, falling as much as 12% in subsequent days and mounting a weak recovery (so far). The market is...
374 Views
China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results from China Mobile Ltd (CM) in particular are supportive of the Chinese internet stocks.  Our view has been that just looking at the...
365 Views