Global Emerging Markets Weekly: 23 July 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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Paytm (One 97) Pre-IPO - The Positives - Will Be One of India’s Largest IPOs
Paytm plans to raise around US$2.2bn in its India IPO. The company is backed by Ant Fin, Softbank (9984 JP) and counts Berkshire Hathaway among its...
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Softbank Group - Vision Fund 2’s Late-Private Investments Blur the Lines with Northstar
A series of VF investments at or just before the IPO seem to overlap with Northstar's role whilst highlighting a lack of SPAC activity. Meanwhile, ...
356 Views
Tencent (700 HK): Meituan Wins in Mini-Program, But Actually Tencent Wins
Apps are over-crowded in mobile handsets and the time of mini-program is coming. WeChat is the largest mini-program platform. We raise a case of...
383 Views
Didi: Meituan Quietly Relaunches Ride-Hailing App Amid Didi App Removal to Grab Some Market Share
Meituan and other players in the market are trying to grab market share from Didi as its app is removed. With 510.6m active users, we think Meituan...
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