Alibaba's CaiNiao Takes Stake in Robovan Maker ZelosTech | Who Is ZelosTech, Why Does Deal Matter?
Last week came news that Alibaba's logistics arm, CaiNiao, had taken a minority stake in autonomous "robovan" maker ZelosTech. In this insight we...
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Aequitas 2025 IPOs and Placements Performance Review - HK Breached COVID Peak, India Flow Strong
2025 marked our tenth year covering Equity Capital Markets (ECM) in Asia Pacific. In 2025, IPO volumes were driven by a strong rebound in HK, while...
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Hyperscalers’ Cloud Revenue and Capex Update
​Hyperscalers' revenues and cloud revenues are accelerating from 1Q25, Capex set to increase significantly in the coming years.
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What Are the Arguments in Favor and Against an AI Bubble?
​Timing gap between Capex and Revenue is the real issue, AI could be a bubble worse than 1999-2003, Cloud Computing is the best AI comp with...
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NTT DC REIT IPO - Decent Yield, Strong Local Backing, a Few Issues
Ntt Dc Reit (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we look at its portfolio and...
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