- With Chinese internet stocks rebounding, cries of "I should have bought the dip!" and the question of "have they really bottomed?" asked out loud were heard across the world.
- I discuss several positive developments neglected by the mainstream media, including Tencent seeing little revenue impact from the restrictions on children's playtime.
- We look into the curious case of Pinduoduo's massive 'donation' which has instead been cheered by shareholders sending the stock soaring.
- BABA stock closed the week positive, even mildly so, amid a barrage of negative press surrounding the company should probably be considered remarkable. I will elaborate on this.
- Last but not least, I delve deep into the risks surrounding the VIE structure adopted by the Chinese ADRs.
For further details see:
Chinese Internet Stocks Relief Rallied But Watch That Dreaded VIE