Chinese internet stocks in 2014 have been a story of have and have nots. Some of the early chortals like SINA and SOHU have woefully underperformed the broad market and many of their peers in …
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This morning I took readers on a walk down memory lane describing how people in the late 1990s got onto the world wide web, through portals with names like AOL.com, Excite.com, Lycos.com and Yahoo.com (read …
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Famous Chinese Proverb: 山雨欲来风满楼 – Coming events cast their shadows before them The Chinese internet sector’s performance has been more tame in 2014 relative to 2013. Stocks within the sector have shown very divergent performance, with winners …
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Chinese internet stocks have been ablaze in 2013. They really found their stride this summer, though signs of strength were evident in the spring. We covered the sector in our Macro Wrap in mid-June, with …
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China, the great 21st century growth story, has shown serious signs of strain this year. Both the Shanghai and Hang Seng indices are in the red in 2013, despite a generally strong equity environment globally. …
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Most interesting to me is COH which was down almost 28% from it’s all time highs made last month, now one of the first stocks on my board to be up today….The stock is severely oversold and …
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