Category Archives: Trade Ideas

China is cracking down on Ant which is majority owned by BABA. This is an extremely fast development as it was only 2 month before that it was undergoing the world’s largest IPO. The real target of the crackdown however is Jack Ma and it looks like the firing squad is already turning its sights […]

One of the most interesting things coming out of Covid-19 is the rapid recovery in the markets. It could be because of onset of stimulus either on the fiscal or monetary. Covid is accelerating the trend that were already underway. Ecommerce is really taking over the world, at least from how investors are allocating capital. […]