Global Emerging Markets Weekly: 12 February 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Alibaba: A Detailed Look at the SOTP, and What that Tells Us About the Ant Group and Core Commerce
In this insight, I take a deep dive into Alibaba’s Sum-of-The-Parts to assess the implied value for their equity holding in Ant Group, and what can...
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Kuaishou IPO Trading - Bubbling Now, Spread Out Index Inclusion Might Keep It Going for a Bit
Kuaishou Technology (KT) raised around US$6.2bn in its Hong Kong IPO and ended its first day up 161%. Key dates for index inclusion are 17th Feb,...
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China ADRs Secondary Listing - Pipeline Looks Rich, Have Three Years to Move
2020 saw nine companies undertake a secondary listing in Hong Kong, to together raise over US$16bn. We shortlist remaining candidates and look at...
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HSCEI Dividends - Structural Sell; Bank Dividends the Swing Factor
We see downside in the HSCEI 2021 and 2022 div futures due to changes in the index composition and potential changes in the index methodology....
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