JOYY: Ignore Noise of US Ban on Chinese Social Media, Internationalization Thesis Intact
JOYY's stock price fell sharply by 6.3% when news broke of a potential ban on Chinese social media in the USA. We believe the impact of this news...
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Pop Mart IPO: Molly and Other Self-Developed IPs Fuel Strong Growth
POP MART (POP HK) , the largest and fastest-growing pop toy company in China, has filed for an IPO in the Hong Kong Stock Exchange. The company...
550 Views
Xiaomi India | On-Ground Channel Checks
In this insight, we dwell upon after-effects of the increasingly prevalent 'Anti China' sentiment in India. We look into the reasons for the...
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Kingsoft Cloud (KC:US): TikTok Ban in India – Should KC's Shareholders Worry?
Despite ByteDance (1460967D CH) being Kingsoft Cloud (KC US)’s largest customer, contributing for 30%+ of revenue, we believe the TikTok ban in...
644 Views
Want to Know Facebook & Snapchat's Next Big Move? Look Closely At China
E-commerce sales went through the roof in China during the mid-year 618 shopping festival. Underpinning this tremendous growth was the usage of...
463 Views