EM Stock Rotation: China & HK Stocks Take Centre Stage
Over the past six months, China and HK stocks have dominated the list of rising exposures among active emerging market funds.
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CX Daily: Taming the Wild West of China’s Supply Chain Finance
SCF /In Depth: Taming the Wild West of China’s supply chain finance EVs /Chinese EV maker Neta on brink of collapse as $600 million funding round...
276 Views
[Blue Lotus Non-US Internet Weekly, 12/52]: The Tug of War Between JD and Meituan Intensifies
​JD.com's measured expansion into O2O/Food Delivery targets premium members. Government recognition of gaming in consumption stimulus measures...
462 Views
China Consumption Plan: How Special Is This “Special Plan”?
One key new element is the linking consumption to the wealth effect, while continuing targeted support for vulnerable groups and structural changes
352 Views
Aequitas: Eoptolink A/H Listing - Peer Comparison - Catching Up
Eoptolink Technology (300502 CH) one of the world’s largest optical transceiver manufacturers, aims to raise over >US$3bn in its H-share listing....
101 Views