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China announced a plethora of macro data last week where all but retail sales missed expectations. News on the populous country continued to spell doom and gloom. Investors are sitting up and realizing 'the bark is worse than the bite' on China matters. The correction in the narra...
Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. During the third quarter ...
Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situ...
Videogame industry sales eked out a fifth straight monthly gain against tough pandemic-2020 comparisons, as the sharp rise in hardware spending more than made up for flat performance in gaming content and a decline in accessory sales. Overall, sales were up 3% year-over-year to $4.36 billion,...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy was held back by weakness among our emerging...
Amid concerns over his safety and well-being, Jack Ma, the founder of Alibaba Group, was spotted in Hong Kong. The Chinese President clarified the goal of his "common prosperity" drive is not "uniform egalitarianism" and explained how China will get there. Beijing has plenty ...
Rowan Street Capital, LLC is a global value-oriented investment firm that is focused on high conviction, high concentration investments with a long-term time horizon. We seek to invest in strong businesses, managed by good people that we can purchase at discounted prices in relation to th...
While Facebook is facing a scandal yet again, the underlining business is thriving and still growing impressively. Not only is the digital advertisement business growing at a strong pace, but Facebook also has a wide economic moat protecting its business. Facebook seems to be at l...
U.S. lawmakers' deal on a short-term debt ceiling extension spurred a bullish run on stocks last week but the depressed Chinese equities rallied even more. Cheery macro data and developments are supporting the bullish narrative for Chinese stocks. Despite the headwinds from a more...
Alibaba's business fundamentals haven't changed for a year since the negative sentiment hit. Authors, analysts, and investors are crunching numbers, adjusting valuations, and navigating through the noise of frequently contradicting news. Investment into Alibaba is based on three p...
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Cutting-edge technologies at Hong Kong tech fairs attract over 66,000 buyers worldwide HONG KONG, Apr 16, 2023 - (ACN Newswire) - Hong Kong showcased its strengths in innovation and technology (I&T) at a series of innovation and tech fairs, including the first-ever InnoEX co-org...
Inaugural InnoEX kicks off today HONG KONG, Apr 12, 2023 - (ACN Newswire) - The first-ever InnoEX, jointly organised by the Government of the Hong Kong Special Administrative Region (HKSAR) and the Hong Kong Trade Development Council (HKTDC), which is running in conjunction with the...
Inaugural InnoEX promoting Hong Kong's Innovation and Technology Development HONG KONG, Mar 28, 2023 - (ACN Newswire) - Innovation and technology (I&T) play an important role in Hong Kong's development blueprint, especially in the growing demand for smart city technologies and a...