China ADRs Secondary Listing: COVID-19 Has Increased the Tension but Narrowed the Short List
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
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TRACKING TRAFFIC/Chinese Tourism: March Data Review & Initial Numbers from Labor Day Weekend
We recently launched Tracking Traffic's Travel Tracker Dashboard to monitor weekly airport and hotel traffic in China and around the region. In...
482 Views
Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
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58.com: Done Deal If Tencent Joins Consortium
Back on the 2 April, China's 58.Com Inc (WUBA US) received a preliminary, nonbinding proposal from Ocean Link Partners, at  $27.50 per Class A or...
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Smartkarma Originals
TRACKING TRAFFIC’s Travel Tracker Dashboard
We are launching a new monthly product designed to track regional tourism activity, with an emphasis on Chinese tourism. The objectives of this...
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