Primer: JD.com (ADR) (JD US) - Aug 2026
JD.com's core strength lies in its proprietary, nationwide logistics network, which provides a key competitive advantage in delivery speed and...
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JD.com (JD US) - Expecting Better-Than-Feared 2Q26 Results
For 2Q26E, we expect JD.com (JD) to report total revenue of RMB341.4bn, down 4.3% YoY, mainly due to a high base and soft consumption sentiment ...
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China & HK: Rebuild Slows Amid Heavy Sector and Stock Rotation
China & HK allocations are recovering, yet remain a major EM underweight. Rotation is active but cautious—Industrial inflows rise, while high...
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Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK)Â has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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Will Recent US Announcements Derail the HK/China Bull Market?
​Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
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