CX Daily: AI Demand Propels China Back to the Fore of Asian Private Equity
TOP STORIES Analysis: AI Demand Propels China Back to the Fore of Asian Private Equity Asia’s private equity (PE) market is entering a new cycle,...
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Transsion (传音控股) A+H IPO: Analysis of Deal Terms
We analyze Transsion's USD 428m Hong Kong IPO. We look at deal terms, track records of cornerstone investors and sponsors, as well as its...
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The Stocks to Own in China – Vol. 39
We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...
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BUY/SELL/HOLD: Hong Kong Market Update (March 10)
Hong Kong market pullbacks with global markets due to war and oil price uncertainty. HSI fell below 200 DMA but holds well above long-term support.
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (February 22)
Hong Kong had a strong January performance which saw a continuation of material sector outperformance. China saw ETF outflows as the National Team...
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