Global Emerging Markets Weekly: 3 December 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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Softbank Group - A Very Bad Week as China Drives NAV Weakness and Discount Round Trip
Softbank's value is still tied to Alibaba and other China investments even with a robust buyback. NAV is the lowest since July 2020 and the...
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Grab SPAC Listing: Avoid the Ride
Though Grab's SPAC listing would offer an opportunity to grab a share of the growing SEA market, Grab's financials do not justify its hefty...
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Grab SPAC Listing - Thoughts on Valuation, Lock-Up Release
On 13th Apr 21, Grab announced that it plans to go public in the US in partnership with Altimeter Growth Corp at an equity val of US$39.6bn. In...
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Grab SPAC Listing - Still Firing on Only One Cylinder - Lit by Consumer Incentives
In Apr 21, Grab announced that it plans to go public in the US in partnership with Altimeter Growth Corp (AGC US) at an equity valuation of...
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