A lucrative sector: Why you should look to Asia’s gaming markets
With each passing day, the prices for handsets such as Google’s (GOOGL) Android and Apple (AAPL) iOS devices are falling. This trend has played a key role in the popularity of games, especially among youth, benefiting the gaming industry.
PayPal Inspired By Chinese Payment Apps
Facilitating payments isn’t enough At the Credit Suisse 21st Annual Technology, Media & Telecom Conference, PayPal (PYPL) chief financial officer John Rainey stated that the company aims to become an everyday part of customers’ financial lives. To insert itself into customers’ routines, PayPal acknowledges that it cannot limit itself to its roots of facilitating payments for […]
Twitter stock (TWTR) is up after CEO promises new features
Twitter’s (TWTR) stock was up 7.45% after Twitter’s CEO’s presentation at Analyst Day on November 12, 2014. Twitter’s investors like what they heard.
Why new messaging rules in China could affect Tencent
Last month, for the first time, China applied restrictions on instant messaging services for national security purposes.
Why Alibaba Stock Fell Following Its 3Q18 Earnings Release
Alibaba’s (BABA) stock fell about 6.2% on February 1—the day the company released its fiscal 3Q18 (December quarter) earnings.
Baidu’s and Google’s Scorecards Side-by-Side
Baidu (BIDU) and Google have a lot of similarities. It’s no wonder Baidu has earned itself the nickname of the “Google of China.”
Overview: The thin line between frontier and emerging markets
Going to frontier markets offers more of an opportunity to discover the most overlooked companies.
What’s Driving Alibaba’s Valuations?
Alphabet (GOOG) announced its partnership with JD.com in June 2018, worth $550 billion.
Electronic Arts: Analysts’ Views in April
For Electronic Arts (EA), ten analysts recommended a “strong buy,” 13 analysts recommended a “buy,” and ten analysts recommended a “hold.”
Alibaba and Tencent Should Watch Out for Baidu
Baidu is selling a majority stake in its financial services unit as it seeks to raise funds to bolster its competition in China’s digital financial services market.
Snap May Challenge Sony In This $125 Billion Market
Snap (SNAP) is poised to release its second-quarter results amid speculations of the company taking a deeper plunge into gaming.
Baidu Unit Cleared to Sell Mutual Funds
Du Xiaoman Financial, Baidu’s (BIDU) financial services subsidiary, has been cleared to enter the business of selling mutual funds in China.
Can China Manage Growth without Fueling a Debt Crisis?
While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.
Could Japan Be Alibaba’s Answer to JD.com?
Alibaba (BABA) plans to increase the amount and variety of Japanese products available to Chinese consumers through its online and physical stores.
How Alibaba Is Expanding in Media and Advertising
Alibaba (BABA) is scheduled to report its fiscal Q1 2019 results on August 23.
Alibaba’s Modified Ant Financial Agreement
Alibaba’s (BABA) big news in early 2018 was that the Chinese e-commerce giant was swapping its profit share in Ant Financial for an equity stake in the business.
Are Emerging Markets Cracking or Crashing on Greece Woes?
Chinese shares contributed significantly to the downfall of emerging market funds, as the iShares MSCI China Index ETF sank 2.84% on Monday.
Baidu’s Profit Margins Fall Due to Increased Investments
Shrinking profit margins have raised concerns about Baidu’s (BIDU) long-term prospects. Baidu’s operating margins trended downward last year.
Is Alibaba’s Stock Repurchase Program Secure?
Back in May 2017, Alibaba (BABA) announced a plan to repurchase its own shares to the tune of $6.0 billion over two years.
Will Baidu Expand Its Stock Repurchase Program?
In June last year, Baidu (BIDU) launched a stock repurchase program under which it planned to return as much as $1.0 billion to its shareholders in a period of one year.
Could Tencent Be Enough for Snap?
Snap recently disclosed in a securities filing that Tencent had purchased 145.8 million of its shares—equivalent to a 12% equity stake in the company.
Key Updates to Watch For in NIO’s Fourth-Quarter Results
NIO started producing its premium SUV, the ES8, last June.
Analyzing China’s Leading Economic Index
China’s Leading Economic Index currently indicates that the country’s economy is facing a downturn. Its LEI remained unchanged at 98.71 points in July 2015.
Facebook’s WhatsApp crosses the 700 million active users mark
According to WhatsApp CEO Jan Koum, WhatsApp crossed the 700 million monthly active users (or MAUs) mark globally in January 2015.
China’s Official Manufacturing PMI Nudged Down in November
China’s official Manufacturing PMI reading for November was slightly down and came at 49.6 as compared to 49.8 in October. This index is released every month.
Are There Parallels in China’s Stock Market Bubbles?
The bubbles created in China’s stock market in 2007 and 2015–2016 show that stocks fell ~65.0% and ~41.0%, respectively.
Chinese Electric Car Sales Up 180% in January: Great News for NIO?
In the previous part of this series, we began our discussion by looking at the solid stock gains for Chinese electric carmaker NIO (NIO).
China’s New Loan and Aggregate Financing Plans: Are They Working?
New loans issued by Chinese banks rose to 1.4 trillion yuan ($211.2 billion) up from 726.6 billion yuan ($112.0 billion) in February 2016.
Why International Moat Stocks Could Start Outperforming
Germany and Australia were the top contributors to index performance in July from a country perspective, and telecom, industrials, and financials were the top contributing sectors.
Trump Brags Again about Stock Market Gains Since His Election
Today, the broader market was trading on a positive note after President Donald Trump extended his China tariff deadline of March 1.
Why NIO Stock Might Remain Overbought for a While
NIO (NYSE:NIO) stock has risen for four consecutive weeks. The stock has netted a return of 94% to its investors in less than a month.
Why Tencent Music May Want to Buy Universal Music Group
Tencent Music (TME) may be thinking about purchasing a stake in UMG (Universal Music Group), the world’s largest music label and a division of French media conglomerate Vivendi (VIVHY).
Big Plans: Facebook and Reliance Discuss a Joint Venture
Facebook (NASDAQ:FB) and Reliance Industries have been discussing a joint venture. Reliance Industries is an Indian conglomerate.
NIO Stock: Pullback or Progress after 4 Straight Weekly Gains?
NIO (NYSE:NIO) stock has gained 83% year-to-date. Notably, 92% of the gains have come in since May 28—the day it announced its first-quarter results.
Must-know: Has Muddy Waters sold NQ Mobile short?
NQ Mobile shares tanked nearly 50% after a report by Muddy Waters Research stated that NQ Mobile had misrepresented cash balances and inflated revenue.
Fortnite World Cup Has $100 Million Prize Pool
Esports (ESPO) continue to gain in popularity.
China’s MNI Business Sentiment Expanded in April, Caution Prevails
China’s MNI Business Sentiment Indicator expanded to 50.5 in April due to stimulus measures from Chinese authorities to boost economic growth.
Why Some Exposure to VanEck’s Gaming ETF Is Prudent
The VanEck Vectors Video Gaming and eSports ETF (ESPO) provides exposure to gaming and related industries.
Walmart Triples Amazon’s Budget in India Contest
Walmart (WMT) took its competition with Amazon (AMZN) to a whole new level earlier this month, forking out $16 billion to buy the majority stake in India’s e-commerce giant Flipkart.
Gaining Exposure to the Fast-Growing eSports Space
We believe the video game and esports industry may present an exciting investment opportunity.
How to Invest in Global Wide Moat Stocks
The Morningstar Global Wide Moat Focus Index has global exposure, unlike the Morningstar International Moat Index (MOTI).
How Did the Fidelity China Region Fund Class C Perform in August?
The Fidelity China Region Fund Class C (FHKCX) aims to achieve long-term capital growth.
OTPP opens new position in Alibaba Group
OTPP added a new position in Alibaba Group Holding (BABA) during the third quarter that ended in September. The position accounted for 0.09% of the fund’s total portfolio.
Hang Seng and Nikkei 225 Lose amid Trade Worries
After rising marginally yesterday, Hong Kong’s Hang Seng Index fell today. The index lost 1.15% to end at 28,185.98. Only seven stocks in the index rose, while 39 declined. Four remained unchanged. Tencent Holdings (TCEHY) was one of the worst performers with a 1.8% fall.
Could Apple Ever Buy Netflix, Blizzard, and Sonos?
Despite a massive sell-off at the start of 2019, Apple (AAPL) managed to end January on a positive note.
China’s New Yuan Loans, Aggregate Financing Dropped in February
China’s aggregate financing also fell sharply from 3417.3 billion yuan ($525 billion) in January to 780.2 billion yuan ($120 billion) in February.
What Led to Intel’s Partnerships with Alibaba, Tencent, and Baidu?
Alibaba (BABA) has a leading position in China’s cloud market with a market share of 48%.
How JD Will Fund Its $1.0 Billion Repurchase Program
JD.com (JD) is planning to repurchase up to $1.0 billion of its shares over the next 12 months. The company intends to fund its share repurchase program with its existing cash balance.
Analyzing AQMIX’s Investment Methodology
As of December 10, 2015, AQMIX has a price-to-dividend yield of 3.9%. AQMIX’s three-year Sharpe ratio, a popular measure of risk, is 0.92%.
Alternative Mutual Funds: A Structural Analysis of AQMIX
AQMIX is an alternative mutual fund that invests in long and short positions across global equities, fixed income, currencies, and commodities.
China’s Official Manufacturing PMI Nudged Up in December
China’s official manufacturing PMI reading for December 2015 was up slightly and came in at 49.7. However, it was still in contraction mode compared to 49.6 in November.
Facebook plans to monetize WhatsApp’s large user base
Facebook’s Mark Zuckerberg is often questioned about Facebook’s high-priced acquisition of WhatsApp, which generated revenue of only $20 million in 2013.
Why Chinese Consumers Are Tightening Their Belts
The Chinese economy (FXI) has been shifting from being led by investments to being driven by consumption.
TCWAX Fell Due to Weak Global Demand
For the month ending on November 30, 2015, TCWAX fell by 2.8% due to weakness in global demand and lower commodity prices.
Citron’s Andrew Left Booked Profit in NIO: Should You?
NIO (NIO) has been rising for the last five sessions in a row.
Is China Trying to Steal Apple’s Autonomous Car Secrets?
According to NBC, the FBI has arrested a Chinese national for allegedly “attempting to steal trade secrets” from Apple (AAPL).
J.P. Morgan Encourages Investors to Buy Stocks despite Worries
The US stock market has seen a decent recovery in the first quarter of 2019 so far after a steep decline in the fourth quarter of 2018.
Key Takeaways for Investors from Alibaba’s 4Q14 Results
Investors were disappointed with Alibaba’s 4Q14 results, and the company saw a 10% decline in its value the day it announced its earnings.
Why NQ Mobile is a leading global mobile Internet provider
NQ Mobile shares tanked nearly 50% after a report by Muddy Waters Research stated it had misrepresented cash balances and inflated revenue.
Did Citron Research’s Predictions for NIO Come True?
Previously in this series, we looked at China’s declining overall vehicle sales for the last eight months.
NIO, the ‘Tesla of China,’ Above $10: Still a Buy?
Chinese electric carmaker NIO’s (NIO) stock was soaring on Tuesday for the fifth consecutive session. At 11:23 AM ET, NIO was trading with solid 12.2% gains for the day at $10.10.
Must-know: Third Point starts a new position in Alibaba
Third Point noted in its letter that Alibaba can “generate long-term value in its core markets and compete in new ones, making it a compelling potential multi-year investment.”
MCHFX Rose despite China’s Volatile Equity Market
Despite China’s volatile equity market environment and a slowdown in the economy, MCHFX was able to post a positive performance for November 2015.
Hang Seng and Japanese Indexes Rose despite Faltering Trade
Hong Kong’s Hang Seng Index, which has been under severe pressure this quarter, was the best performing Asian index on June 19 with 2.56% gains. The index recorded its third consecutive gain.
Fund Managers Think These Trades Are Most Crowded: Time to Exit?
According to a BAML survey in July, FAANG plus BAT was identified as the most crowded trade for the sixth consecutive month.
Tencent Seeks a Big Stake in iQiyi: 3 Highlights for Investors
Tencent (OTCMKTS:TCEHY) wants to make a huge investment in iQiyi (NASDAQ:IQ) stock. The company wants to become iQiyi’s largest shareholder.
China’s New Yuan Loans and Aggregate Financing Rise in November
The rise in new yuan loans doesn’t directly impact the overall performance of mutual funds. But with the rise in credit flow in the economy, mutual funds with large exposures to financials benefit.
What’s in the Autonomous Vehicle Market for Yandex?
Yandex (YNDX) is among those technology giants that are putting their resources into developing vehicles capable of driving themselves.
Why NIO Stock Tanked after Its Q4 2018 Earnings Release
In this series, we’ll take a look at the key highlights of NIO’s fourth-quarter earnings release.
Tencent spends more on marketing WeChat to grow internationally
Tencent has increased its marketing spending in the last few quarters and is investing heavily in WeChat in order to increase its presence internationally.
Will Twitter’s (TWTR) new private group chat upgrade pay off?
Twitter (TWTR) upgraded its direct messaging tool by allowing users to have private group chats with as many as 20 other friends or strangers who follow them.
China’s December Exports and Imports Were Better than Expected
According to China’s General Administration of Customs, China’s exports fell 1.4% year-over-year in December 2015, compared to a fall of 6.8% in November.
How China’s Financial Sector Crackdown Could Affect Alibaba
China to continue financial crackdown In 2018, China intends to improve supervision of its financial sector, according to an annual work report released recently by the country’s head of government, Li Keqiang. The report also included projections for growth and inflation in 2018, with China expecting its economy to expand ~6.5%. As part of China’s increasing […]
Inside the Expanded JD-Tencent Partnership
China-based online retailer JD.com and social media and digital payments provider Tencent recently announced that they were expanding their partnership.
How Yelp Avoided a Head-On Collision with Alibaba
About six months after Yelp closed the sale of its online food delivery service, Alibaba announced that it was taking full ownership of the food delivery service Ele.me.
What Are the Portfolio Compositions of FHKCX and JCOAX?
The Fidelity China Region Fund Class C (FHKCX) and the John Hancock Greater China Opportunities Fund Class A (JCOAX) benchmark their performance to the MSCI Golden Dragon Index.
FHKAX Fell Due to the Chinese Economic Slowdown
For the month ending on November 30, 2015, FHKAX fell by 2.0%. The Chinese economy experienced a slowdown due to sluggish global and local demand.
Gaming Industry Struggles Continue with EA’s Top-Line Miss
Electronic Arts missed top-line estimates but posted better-than-expected earnings in the third quarter.
Portfolio Composition of China-Focused Mutual Funds: USCOX and ACOCX
The financial sector dominates both the US Global Investors China Region Fund Investor Class (USCOX) and the AC One China Fund Investor Class (ACOCX).
NIO Stock Rose 21.4% in February
So far, 2019 is proving to be great for NIO (NIO) investors. The stock ended in the positive territory for the second consecutive month in February.
Why JD.com Popped ~10% Today
This morning, Chinese e-commerce giant JD.com (JD) was trading on a strong bullish note.
Like Google, Baidu Is Battling an Online Video Problem
Chinese regulators are investigating Baidu (BIDU), Alibaba (BABA), and Tencent (TCEHY) for allegedly showing disturbing videos about sex and violence to children on their digital platforms.
Alphabet Is Building Artificial Intelligence Team in China
Alphabet’s (GOOGL) Google is hiring AI (artificial intelligence) engineers in Beijing, China, according to a company job posting.
Chinese Economic Data in Focus after Dismal Auto Sales and PMI
Tomorrow, China is expected to release a slew of economic data including fixed asset investment, industrial production, real estate indicators, and retail sales.
How Tencent Could Sidestep China Stress
Spending on video games is forecast to increase 13.3% this year to reach $137.9 billion, according to Newzoo.
PayPal: It’s Not Always Competition with Perceived Rivals
Partnering with Chinese payment apps PayPal (PYPL) does not always look for opportunities to compete with perceived rivals in the digital payment market, suggested PayPal chief financial officer John Rainey at the Credit Suisse 21st Annual Technology, Media & Telecom Conference. In some cases, partnering with rival payment processors just works well for the company. To […]
A Look at JD’s Capital Spending in Q2 2018
JD’s capex more than doubled to over $710.0 million in the second quarter.
Could Metal Tariffs Be Sacrificed for a China Trade Deal?
Last year, Donald Trump imposed a 25% tariff on US steel imports.
Why China’s Industrial Profits Have Slowed Down
According to the National Bureau of Statistics (or NBS), China’s industrial profits for firms above a designated size rose 3.7% year-over-year to 537.2 billion yuan.
Alibaba Shakes up Lazada Leadership
An Alibaba (BABA) co-founder is taking up the role of running Lazada, the Southeast Asia–focused e-commerce platform that Alibaba controls.
NetEase’s Gross Margin Expansion in the Second Quarter of 2018
Its gross profit expanded 8% YoY and 22% QoQ to 7.2 billion yuan ($1.1 billion) in the second quarter of 2018.
Why Tencent Stock Has Fallen Lately
Chinese Internet giant Tencent (TCEHY) has seen its stock plunge recently due to the Chinese government’s crackdown on online gaming.
How Much Did Baidu’s Revenue Grow Compared to Its Peers’ in 2017?
In this series, we’ll focus on Baidu’s revenue, cost of revenue, gross profit, operating cost, operating profit, net profit, and valuations.
China’s Business Sentiment Contracts Fell in November
In November, China’s MNI Business Sentiment Indicator fell 10.3% to 49.9—below the neutral level of 50. It was also lower than the October reading of 55.6.
Assessing the Performances of China-Focused Mutual Funds in 3Q15
In the quarter that ended on September 30, 2015, the returns of all four of our selected China-focused mutual funds were negative.
Alibaba Backs SenseTime, Facebook Faces Facial Recognition Issue
Alibaba (BABA) recently teamed up with other investors, including Singaporean state investment company Temasek Holdings and Chinese electronics retailer Suning.com, to raise $600 million in additional funding for SenseTime.
How Is Disney Strengthening Its Brands?
In early February 2016, the Walt Disney Company’s ESPN (DIS) entered into an agreement with Tencent Holdings (TCEHY) in China.
Should You Follow the Top Investors on NIO Stock?
NIO stock is on fire. With a 222% rise in the stock year-to-date, investors are getting restless. Votes of confidence from big investors are reassuring.
NIO Stock: Should You Wait for a Better Entry Point?
NIO (NYSE:NIO) stock has risen by 250% since the beginning of the year. Should investors enter the stock or wait for a better entry point?
Warner Music IPO: Will It Be Successful Like Spotify?
Warner Music Group went public on June 3. The company went public at $25 per share, which was toward the high end of the target range.