Independent Research on Eastern Markets
Independent equity research on the world's most misunderstood markets. Fundamental analysis, price targets, and contrarian insights for global investors.
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Earnings
JD.com Is Trading Like a Dying Company. The Numbers Say Otherwise.
JD.com reports Q4 results on March 5. The stock sits near its 52-week low at a PE of 9x -84% below its historical average - while the company quietly builds a 1,000-store European retail footprint through its €2.2 billion Ceconomy acquisition. Here's what to expect from earnings and why this report could matter more than usual.
JD

Geopolitics & Macro
Could Iran Strikes Push Chinese Markets Into a Short-Term Selloff? Beijing May Have Already Prepared for This.
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