Last Week in GER Research: Meituan, Nio, Haidilao, Shandong Gold, China Renais., X Financial and PDD
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we dig into the economics of Mobike as it relates...
438 Views
Global Funds Increase US Underweight Under Trump Tenure
Global equity managers have increased their underweight to US Stocks to the highest levels in 7-years during the presidency of Donald Trump.Global...
440 Views
Starbucks (SBUX): Castles Made of Stimulants (Capitalism's Less Explored Darkside)
Starbucks generally is a good corporate citizen. When it makes a mistake in the eyes of it fanbase, it moves quickly to fix things. Starbucks Corp...
1.2k Views
McKinsey AI Economic Impact, China Seeks AI Domination, Microsoft's AI Roadmap - AI Readings
McKinsey models an AI future and sees growth:The McKinsey Global Institute published a report that attempts to simulate the impact of AI on the...
375 Views
Tencent (700 HK): A Generalist's Guide
Do the letters PUBG mean anything to you? Have mini-programs changed the way you use WeChat? Do you like Mao Buyi's song 'Xiao Chou' or did you not...
1.6k Views