Musings On US-Listed China Plays
Investors in Chinese companies may be willing to support activities that are contrary to US national interests, including technology used for...
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Primer: Chindata Group (CD US) - Apr 2026
Chindata Group is a leading hyperscale data center provider in the Asia-Pacific region, poised to benefit from secular tailwinds including the...
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IKang Healthcare (KANG US): Another Setback For Dissenters
In officially decided cases concerning dissentient shareholders in privatised US-listed China plays, the uplift to the takeover price versus time...
654 Views
Alibaba Group's New Carbon Neutrality Plan Is a Silver Lining, But Not a Silver Bullet
Alibaba's decarbonisation plan is a silver lining on an otherwise dark Alibaba cloud. But it's not a silver bullet; it won't fix Alibaba's problems...
620 Views
Dada Nexus (DADA US): JD.com’s Binding Offer a Done Deal
Although the offer is unattractive, this is a done deal. The transaction is expected to close within the third quarter of 2025.
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