[Blue Lotus Daily]:ACMR/300750 SZ/DIDI/NIO/1810 HK/TCOM/LKNCY/2269 HK
​Samsung Galaxy S24 pre-orders in South Korea reach nearly 1.2 million units; Luckin Coffee reduces registered capital by US$400mn; US Congress...
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CX Daily: China’s Three-Year Stock Slump Resists Policy Prescriptions for Rebound
Stocks / Cover Story: China’s three-year stock slump resists policy prescriptions for rebound Chinese investors began 2023 full of optimism that...
162 Views
China TMT Update-Bili/XPEV/DiDi/SE/PDD-Xpeng Acquire DiDi's EV Project/Temu Enters the Philippines
Bilibili has announced the latest incentive policies for the "Spark Program.";XPEV/DiDi: Xpeng to acquire DiDi's Smart EV project(+/+);SE/PDD: Temu...
557 Views
GEM Weekly (14 Apr 2023): Chinese Trade Data, South Korean Rates; Alibaba, Tencent, Prosus, Didi
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
483 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
576 Views