China ADRs Delisting - US Tightens and HK Loosens Requirements - Long/Short Basket Trade
On 2nd Dec 2021, SEC issued Final amendments to implement the Holding Foreign Companies Accountable Act. In this note we will talk about the final...
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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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