Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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Maoyan Entertainment IPO: The Trouble with Blockbusters
Maoyan Entertainment, formerly Entertainment Plus (EPLUS HK), is the largest online movie ticketing service provider in China. According to press...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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Entertainment Plus (çŤçźĺ¨ąäš) IPO: The Coming Regulatory Bang Isn't That Bad (Part 2)
In our previous insight, we talked about the fundamentals of Entertainment Plus, the largest online movie ticketing platform in China. In this...
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Maoyan IPO Preview: Running Out of Growth Drivers
As Meituan Dianping (3690 HK)âs shares begin trading on Thursday, we look at Maoyan, which was founded and subsequently divested by Meituan....
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