Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>TikTok /Cover Story: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill</li><li>Forum /: Premier reiterates commitment to making China a better place to do business</li><li>Ma Ying-jeou /: Former Taiwan leader to make first visit to Beijing</li></ul>

TikTok /Cover Story: The countdown begins: TikTok navigates uncertain future amid U.S. ban billForum /: Premier reiterates commitment to making China a better place to do businessMa Ying-jeou /: Former Taiwan leader to make first visit to Beijing

CX Daily: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill 

<ul><li>Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB</li><li>TikTok /: U.S. House passes bill that will ban TikTok if not sold</li><li>Explosion /: Death toll of North China restaurant blast rises to seven</li></ul>

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TBTikTok /: U.S. House passes bill that will ban TikTok if not soldExplosion /: Death toll of North China restaurant blast rises to seven

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Emerging Market Equities

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

Thematic (Sector/Industry)

<ul>
<li>The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.</li>
<li>
 Macro data points: China's GDP growth, industrial production, and retail sales data</li>
<li>
 Companies mentioned:<a href="https://www.smartkarma.com/entities/baidu-inc-a55ca720-5968-48f0-8194-ac94390d065c" target="_blank" data-smartkarma-citation="entities:32212:1" rel="noopener">Baidu (9888 HK)</a>, <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a>, <a href="https://www.smartkarma.com/entities/beijing-douyin-information-service-co-ltd-bytedance" target="_blank" data-smartkarma-citation="entities:27936:1" rel="noopener">ByteDance (1439927D CH)</a>
</li>
</ul>


The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.

 Macro data points: China's GDP growth, industrial production, and retail sales data

 Companies mentioned:Baidu (9888 HK), Tencent (700 HK), ByteDance (1439927D CH)



GEMWeekly (19 Jan 2024): China Macro; Baidu, Tencent, ByteDance

ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>The Past week saw insights of <a href="https://www.smartkarma.com/entities/prodia-widyahusada" target="_blank" data-smartkarma-citation="entities:23663:1" rel="noopener">Prodia (PRDA IJ)</a>, <a href="https://www.smartkarma.com/entities/grab-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26950:1" rel="noopener">Grab Holdings (GRAB US)</a>, <a href="https://www.smartkarma.com/entities/xl-axiata-tbk-pt" target="_blank" data-smartkarma-citation="entities:15028:1" rel="noopener">XL Axiata (EXCL IJ)</a>, <a href="https://www.smartkarma.com/entities/kalbe-farma-tbk-pt" target="_blank" data-smartkarma-citation="entities:6303:1" rel="noopener">Kalbe Farma (KLBF IJ)</a>, <a href="https://www.smartkarma.com/entities/bank-mandiri-persero-tbk-pt" target="_blank" data-smartkarma-citation="entities:441:1" rel="noopener">Bank Mandiri (BMRI IJ)</a>, and <a href="https://www.smartkarma.com/entities/pyridam-farma-tbk-pt" target="_blank" data-smartkarma-citation="entities:12900:1" rel="noopener">Pyridam Farma (PYFA IJ)</a>.</li>
<li>The was also an insight on <a href="https://www.smartkarma.com/entities/thonburi-healthcare-group-pcl" target="_blank" data-smartkarma-citation="entities:24386:1" rel="noopener">Thonburi Healthcare Group (THG TB)</a> and a sector piece looking at the beleaguered Vietnamese Real Estate sector. </li>
<li>The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across Southeast Asia.</li>
</ul>


The Past week saw insights of Prodia (PRDA IJ), Grab Holdings (GRAB US), XL Axiata (EXCL IJ), Kalbe Farma (KLBF IJ), Bank Mandiri (BMRI IJ), and Pyridam Farma (PYFA IJ).
The was also an insight on Thonburi Healthcare Group (THG TB) and a sector piece looking at the beleaguered Vietnamese Real Estate sector. 
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across Southeast Asia.


The Week That Was in ASEAN@Smartkarma - Prodia's Recovery, Grab in 2024, and Kalbe Farma Primed

Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>Reddit generated $804M in revenue in 2023, up 20% from $668M in 2022.</li><li>Reddit’s revenue per monthly user is roughly $1.19, up from 2021 when it was about $0.81.</li><li>Sacra estimates that Reddit generated $625M in ad revenue in Q1 2026, up from $485M in full-year 2021.</li></ul>

Reddit generated $804M in revenue in 2023, up 20% from $668M in 2022.Reddit’s revenue per monthly user is roughly $1.19, up from 2021 when it was about $0.81.Sacra estimates that Reddit generated $625M in ad revenue in Q1 2026, up from $485M in full-year 2021.

China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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ByteDance (1439927D CH)

CX Daily: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill

TikTok / Cover Story: The countdown begins: TikTok navigates uncertain future amid U. S. ban bill Just six months ago, TikTok, the short-video app...

Caixin Global

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB Wang Li used to work as a highway surveyor in Southwest China’s...

Caixin Global

GEMWeekly (19 Jan 2024): China Macro; Baidu, Tencent, ByteDance

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

Wium Malan, CFA

The Week That Was in ASEAN@Smartkarma - Prodia's Recovery, Grab in 2024, and Kalbe Farma Primed

The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...

Angus Mackintosh

Primer: Reddit - 24 Aug 2026

Forum and ad network for user-generated discussions across niche online communities

Sacra

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