Voices

Baidu, Sohu: Bernstein Bullish on China Internet Plays

Bernstein analyst Jeffrey Lindsay is bullish on China-based companies Baidu and Sohu. He says that recent fears about the Chinese market–fueled by the economy and recent Web controversies–are unfounded. Lindsay believes that even in an economic slowdown, there’s enough growth in the domestic market to fuel both companies.

Voices

Sina: Even In China, Ad Sales Slow; Morgan Downgrades

Chinese Internet portal Sina could be more exposed to the softening of China’s ad market than others in its league. Far from immune to the far-flung economic slowdown, Chinese business interests have been hit hard–notably the automotive, real estate and financial markets, which are the three biggest advertising categories for the online media company.