Latest Insights on BABA
Why Amazon Won’t Rule the World
August 30, 2017 Investment Opportunities
The 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 Opportunities
Chinese 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 Economy
The 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 Opportunities
If you broaden your horizons a bit, there are a couple rather potentially lucrative opportunities to be had in retail's low-expectations environment. China’s E-Commerce Explosion
May 2, 2017 Global Economy
With more than $1 trillion in e-commerce sales projected in China this year, and more than $1.5 trillion in 2018, “massive” is an appropriate description.