PDD Holdings (PDD US): Synthetic Expert Call Transcript (22 Jul 2026)
Onshore-to-offshore capital repatriation is structurally and politically constrained. Beyond the standard 10% withholding tax and State...
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Will Temu find success in Southeast Asia? A preliminary pricing study from Thailand
The platform has achieved remarkable success in Western markets, especially in the US, where it became themost downloaded app, surpassing Amazon,...
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China & HK: Rebuild Slows Amid Heavy Sector and Stock Rotation
China & HK allocations are recovering, yet remain a major EM underweight. Rotation is active but cautious—Industrial inflows rise, while high...
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Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK)Â has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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Old E-Commerce Names Are The Biggest Winners of New Stimulus
​China's consumption seeing increased demand for home appliances and online shopping, leading to record parcel deliveries. JD and BABA are top...
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