The Clouds in China

  To market to market to buy a fat pig. Markets were mixed on Friday, with both our local market and the US markets sitting in positive territory at some point in the trading day. Come closing time/beer o'clock (I think in Jozi on a Friday the beers start much earlier in the day) our … Continue reading The Clouds in China


Alibaba Gets Mobile

"As the above image shows, the core business, Chinese e-commerce grew revenue by 42%. The number of buyers that visit Alibaba's sites is rather mind numbing. Over the last 12 months they grew their Annual Active Buys base 9% to 443 million people. A large chunk of buyers are accessing the sites via mobile, with … Continue reading Alibaba Gets Mobile

Jack is Back

"Mr. Market really liked the numbers, the stock soared over 7 percent to close just above 98 Dollars, a 52 week high. And seeing as all things China have been under pressure, the stock is up really smartly from the 57 Dollar low reached last October, and 60 Dollars in February this year. The company … Continue reading Jack is Back