Want to Know Facebook & Snapchat's Next Big Move? Look Closely At China
E-commerce sales went through the roof in China during the mid-year 618 shopping festival. Underpinning this tremendous growth was the usage of...
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China ADRs Secondary Listing - Preliminary Assessment of Impact on HKEX Volumes
In our earlier insight, China ADRs Secondary Listing Deep-Dive: Yin and Yang and China ADRs Secondary Listing: COVID-19 Has Increased the Tension...
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JD.Com. Exposure Hits New Highs, but EM Allocations Not Fully Deployed.
Ownership levels in JD.com have increased aggressively among active EM managers over the past 6-months. Investor sentiment is among the most...
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China Internet Weekly (29Jun2020): BABA Food Delivery Worker Tested Positive, TCOM to Sell Food
A delivery worker of Alibaba (BABA)’s food delivery service, Ele.me, tested positive for coronavirus. Software revenues increased 4.2% YoY and...
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China A-Share Strategy: More Upside in 2nd Half of 2020
We see China A-share market moving higher in 2nd half of 2020 as earnings bottomed in 1Q and rebound in the subsequent quarters. After China...
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