SHEIN (希音) Pre-IPO: Peer Comparison
SHEIN has passed the HKEX listing hearing and is seeking a Main Board listing. In this note, we compare the company with listed peers on operating...
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Dark Store Delivery in Japan Takes Off – Collaborating with Retailers
Dark stores are taking off, set up by delivery firms to ship food and basic daily use products. Some are competing with retailers but others are...
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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.
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Weekly Innovation Review (WIRE) #44
Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic...
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Global Emerging Markets Weekly: 25 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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