Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Â Early-stage MSCI ACWI uptrend combined with constructive breadth...
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The Evolution of Video Games Continued
An update from E3 on microtransactions and esportsWe recently attended E3, the premier video game conference, in Los Angeles, where we met with...
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A Site Visit: Alibaba (BABA) Successfully Integrates “New Retail” into RT-Mart of Sun Art (6808 HK)
We visited one of RT-Mart supermarkets (Photo 1~15) after Alibaba announced that it has reformed 100 of RT-Mart stores into “new retail”. We found...
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CDR Pilot Program Update - Xiaomi First, Baidu Next? BABA and JD Coming Behind
Since I wrote on the official launch of the CDR Pilot Program (see Insight Stream at right) as announced by the CSRC 11 days ago and the next day...
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Byte Dance Lawsuits Show: Tencent (700 HK) Is Small Companies’ Inevitable Platform and Competitor
Summary Tencent and Byte Dance launched lawsuits against each other. In fact Byte Dance is fighting every internet giant. We believe that new...
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