The Battle of Dragons – Recent Acquisitions and Investments in China amid the Rivalry between Alibaba and Tencent

Alibaba Group Holding Ltd. (NYSE:BABA) – market cap as of 20/04/2018: $462.0bn Tencent Holdings Ltd. (HKG:0700) – market cap as of 20/04/2018: HK$3,780bn Introduction The first two weeks of April 2018 have seen a string of aggressive acquisitions and the announcement of financing rounds by companies backed by the Chinese Read more…

Trading the Carry

  In this article, we will develop an investment strategy on currency, specifically on the USD/CHF pair. We will: Introduce the currency carry trade (for those familiar with it, you are welcomed to skip this brief explanation) Review the developments in the Switzerland economy, and move to the current environment Read more…