CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
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Global Active Funds Struggle to Close the Gap in 2025
Global active funds face another uphill year—Value shines, but benchmark dominance, missed US Tech winners, and high cash weights keep most...
523 Views
WeRide Secondary HK Offering - Has Been Trading Up, Given the Valuation Gap
WeRide (WRD US) plans to raise around US$325m in its secondary listing in Hong Kong. In this note we talk about the deal structure and pricing.
598 Views
Pony AI Secondary HK Offering - Needs to Correct Some More
Pony AI (PONY US)Â Â plans to raise around US$825m in its secondary listing in Hong Kong. In this note, we talk about the deal structure and pricing.
616 Views
Asian Equities: Divergent EPS Trajectory, Narrowing Valuation Spread; KR-TW Leading EPS Upgrades
​Asia's valn rerating seems over, with future performance driven by EPS grwth. TW, KR, CN, IN to lead future EPS growth. Analysts turning more...
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