GEM Weekly (7 Jul 2023): China PMI, South Korea CPI: Ant, Alibaba, TSMC, HuaBao International
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Alibaba’s Cloud Intelligence Group Spin-Off: The First Look
The aim to bring in external strategic investors before the spin-off will provide a valuation benchmark. Our analysis points to a Cloud business...
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Major Philippines’ Telco Banks On Rapid Digital Services Uptake, CEO Says
Philippine telecommunications conglomerate Globe Telecom Inc. is ramping up expansion of its e-wallet unit and online medical business by...
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Alibaba Potential IPOs - The Final Part - Quick Look at Investees and Eventual Holdco
Continuining with our series of notes on Alibaba's planned six way reorganisation, in this note, we talk about its investments and eventual holdco.
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Top Chinese Digital Banks Report More Bad Loans but Higher Earnings
Two digital banks backed by Ant Group and Tencent Holdings reported a rise in bad loans and slower growth of their balance sheets but also posted...
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