Softbank Group - China Has Just Blown a Hole in Vision Fund’s Rapid Listing Theme
Softbank has been touting Vision Fund’s IPO flywheel and 4 of 6 recent listings have been Chinese but that is fading as the reality of China’s...
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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...
326 Views
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, ...
362 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...
393 Views