Latest Insights on BABA
Why Amazon Won’t Rule the World
August 30, 2017 Investment OpportunitiesThe financial media proclaimed that Amazon was going to take over the world. But risks to income growth are just the start of Amazon’s problems.
Alibaba Is the Only Giant Company With 40% Upside Next Year
August 24, 2017 Investment OpportunitiesChinese e-commerce is forecast to grow roughly 50% through fiscal 2018. It’s far and away one of the fastest-growing markets in the world right now.
China’s 4 Horsemen of the Stock Market Apocalypse
June 27, 2017 Global EconomyThe rise of popular large-cap emerging market indexes has been dominated by a quartet of highly popular homegrown Chinese tech companies.
The Hidden Bargains in Retail
May 10, 2017 Investment OpportunitiesIf you broaden your horizons a bit, there are a couple rather potentially lucrative opportunities to be had in retail's low-expectations environment.