ECM Weekly (20th Nov 2022) - I-Tail, Growatt, Lygend, SinoHytech, Meituan/Tencent, Olympus, Paytm
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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GEM Weekly (18 Nov 2022): Chinese Macro and House Prices; Alibaba, TSMC, Tencent, Meituan, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Shanghai/Shenzhen Southbound Connect: Weekly Moves (18 November 2022)
Inside is a recap of movements in the Shanghai/Shenzhen-HK Connect. Overall, the net outflow over the past week was ~HK$0.14bn, split (-HK$0.47bn)...
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2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
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CX Daily: What’s Next for China’s Covid Vaccine Strategy?
In Depth: What’s next for China’s Covid vaccine strategy? Chinese student enrollment hits seven-year low in the U.S. IMF official says...
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