Bottom line: A third-party buyout offer for eHi could presage a wave of similar new bids for undervalued, profitable Chinese companies, while withdrawal of Jumei's buyout bid could be followed by a new, lower offer.
After a period of relative quiet, the privatization wave that swept US-listed Chinese companies nearly two years ago is bubbling back int...
Bottom line: Tencent and Alibaba stocks have become overvalued at current levels compared with global peers, and are due for a pullback of up to 30 percent in 2018.
Much ado is being made about the meteoric rise in value for Tencent (HKEx: 700), the Chinese social media giant that is now neck-and-neck with global heavyweight Facebook ...
Bottom line: A new crackdown on microlenders could put a slight damper on their growth, but is unlikely to affect them significantly next year unless China experiences a bad debt crisis.
Word that China will clamp down on the nation's thriving field of online microlenders is sending a chill through the sector, as many predict new moves c...
Bottom line: Alibaba's new investment in grocery operator Sun Art looks like a shrewd move into an area where logical synergies between online and offline shopping can be achieved.
After a period of relative quiet, e-commerce giant Alibaba (NYSE: BABA) is splashing back into the major M&A headlines with its purchase of a major stake in grocery ret...
Bottom line: Sogou is unlikely to shed its position as a second-tier search engine anytime soon, despite its ties to Tencent ties, and its stock is also unlikely to be a strong performer over the next 2-3 years.
After writing about up-and-coming hot new names like Qudian (NYSE: QD) and ZhongAn Insurance (HKEx: 6060) making blockbuster...
Bottom line: The intensifying spat between Sina and a dissident shareholder is likely to ultimately cool down without any legal action, and could see the addition of 1-2 new independent directors to its board.
The battle for reform at Internet stalwart Sina (Nasdaq: SINA) has taken a somewhat nasty twist, with a dissident shareholder ...
Bottom line: The wave of strong sentiment for new offshore IPOs by Chinese companies is running out of steam, but listings before year-end could still get a slight left, especially fintechs.
Fintech is hot, and just about everything else is not. That appears to be the message with the latest offshore IPO by a Chinese firm, this time from Hex...
Bottom line: Apple should be able to extend its return to growth in China into at least one more quarter, while Xiaomi should also be able to continue posting strong double-digit growth for the next year.
Apple (Nasdaq: AAPL) has just released its latest quarterly results that show China is back on a growth track, quieting skeptics who had sai...
Bottom line: Tesla's announcement that its China plant is three years away puts a clear and realistic timeline on its intentions, which include strong growth in the market banking on supportive policies by Beijing.
Anyone who was hoping that electric car superstar Tesla (Nasdaq: TSLA) would start cranking out its products in ...
Bottom line: Whatsapp has likely been permanently blocked in China, while Satya Nadella's visit to Xiaomi underscores Microsoft's growing ties with the company, and Google's China AI push is mostly PR.
A couple of the big high-tech multinationals are in the headlines as we head into the next-to-last month of the year, which seems like a good op...
