Morgan Stanley‘s China Internet Report

This issue of Newsweek has an article entitled “China Dreams: Star analyst Mary Meeker was partly right about the Internet. But is she right on the Internet in Asia?”

“Mary Meeker made and later unmade her reputation as an analyst with “The Internet Report,” a path-breaking 1995 tome that claimed making money in this exciting new sector was like “shooting fish in a barrel.” We know how that turned out. But how fares the latest work of the tarnished Morgan Stanley star, which triggered more than a few cases of deja vu when it was released this April under the title “The China Internet Report”? “It smells like the same tactic,” says Andy Kessler, a former analyst who wrote a book about Meeker’s role in the bubble. “It’s a pitch book for Morgan Stanley.” ”

The full article is here.

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