Kuaishou (1024 HK): Denied Office Politics Behind CEO Change, But It’s a Good Change Anyway
One boss is better than two and the new CEO, Mr. Cheng, is a better choice. The former CEO Mr. Su's wife was removed from game business and Mr....
267 Views
Baidu-JOYY: Blocking YY Live Acquisition Is More Problematic for JOYY
Baidu’s acquisition of JOYY's YY Live is unlikely to be approved by the country’s antitrust regulators and we think the deal falling apart is more...
585 Views
AUKUS/ CPTPP/ Crackdowns/ CCP/ TMSR-LF1
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
418 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
331 Views
Global Funds China Fall: Gap to US Largest in History
China allocations among Global active funds have fallen to below pre 2017 levels. Average holding weights among the 381 funds in our analysis...
221 Views