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Latest Insights on BABA

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. Why Amazon Won’t Rule the World
by Joseph Hargett 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
by Joseph Hargett 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.
The rise of popular large-cap emerging market indexes has been dominated by a quartet of highly popular homegrown Chinese tech companies. China’s 4 Horsemen of the Stock Market Apocalypse
by Jeff Yastine 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.
If you broaden your horizons a bit, there are a couple rather potentially lucrative opportunities to be had in retail's low-expectations environment. The Hidden Bargains in Retail
by Joseph Hargett 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.
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. China’s E-Commerce Explosion
by Joseph Hargett 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.

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