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Tag "internet"

What I learned on a trip through China

What I learned on a trip through China

🕔10:31, 24.Dec 2021

Several colleagues and I made our first journey back to China in more than 15 months as we start to get back to on-the-ground research. Our trip in May took us to 16 cities and included close to 90 meetings

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Can investors help bridge the US digital divide?

Can investors help bridge the US digital divide?

🕔14:39, 19.Nov 2021

Fast and affordable internet service has become a critical component to working, studying, accessing health care and participating in the political process – both in the US and across the globe. In 2016, the United Nations went so far as

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Baidu On AI, Autonomous Driving, An Open Internet Marketplace

Baidu On AI, Autonomous Driving, An Open Internet Marketplace

🕔16:53, 1.Nov 2021

The rollout of new regulations for internet firms in China has led to investor uncertainty and market volatility. New regulations cover a wide range of issues from monopolistic practices to financial risk from online lenders, data security, and consumer protection.

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China Internet & Equity Market Update – Q2 2021

China Internet & Equity Market Update – Q2 2021

🕔14:57, 5.Aug 2021

China has administered at least 1.5 billion doses of COVID vaccines so far. Assuming every person needs 2 doses, that’s enough to have vaccinated about 52.1% of the country’s population1. The government’s goal is to have 1.2 Billion people, or

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China regulation: From tech to education

China regulation: From tech to education

🕔09:34, 3.Aug 2021

China has imposed stricter regulations on the education sector, extending the regulatory reach that had focused on e-commerce and internet companies as the authorities seek to prevent market abuse and improve oversight. The move caused education stocks to plunge and

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Archegos Fallout, Digital RMB, and Lufax Deep Dive

Archegos Fallout, Digital RMB, and Lufax Deep Dive

🕔11:35, 13.Apr 2021

The global selloff in growth stocks during Q1 2021 did not spare the China internet sector. However, as these companies’ Q4 revenues prove, the portion of consumer spending done online has continued to grow even as the pandemic has receded. We believe the recent volatility in internet and growth stocks, in both the US and China, is only …

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The Future of the US-China Relationship & Its Impact on China’s Internet Sector

The Future of the US-China Relationship & Its Impact on China’s Internet Sector

🕔11:02, 22.Dec 2020

With a new US administration on the horizon, we spoke with David Metzner from the independent research firm ACG Analytics about what to expect from the new administration when it comes to China and Chinese companies. While a broad-scale pullback

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Covid-19 And The Internet Of Things

Covid-19 And The Internet Of Things

🕔08:02, 29.Jul 2020

Conventional wisdom has it that Covid-19 will speed up familiar trends, such as those toward automation and digitization. A closer look at one of the supposed beneficiaries, the Internet of Things, suggests a more nuanced picture. The ultimate outcome may

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Disruption Accelerated

Disruption Accelerated

🕔14:05, 27.May 2020

Insights on Global Equity The coronavirus pandemic has wreaked havoc across the global economy, and the technology sector has not been immune. Supply chains have come under pressure, and …

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KraneShares – Webinar – COVID-19: Analyzing the Human, Economic, and Market Impacts on China and the World

🕔17:00, 8.Apr 2020

Webinar – COVID-19: Analyzing the Human, Economic, and Market Impacts on China and the World The coronavirus pandemic is disrupting life and gripping markets around the world. Its spread has followed a similar trajectory in the various countries it has

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