Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
365 Views
Nexteer - Reasonable Valuations, Decent Discount. Large Size Versus ADV the Only Worry
Dongfeng Asset Management plans to raise US$71m by selling its 2.8% stake in Nexteer Automobiles. Dongfeng has been a shareholder since its was a...
344 Views
The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
390 Views
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
399 Views
Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
503 Views