[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex
​Chinese consumers are excited about new smartphone trade-in subsidy, Tencent and NetEase secure game title approvals, and strong domestic travel...
288 Views
ECM Weekly (27th Jan 2025) - CATL, HDB Financial, Dr Agarwal's, Eco-Shop, Vikran, Sanil, Timee
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
694 Views
[Blue Lotus Non-US Internet Weekly, 3/52]: RedNote's Popularity Can Lift Other Boats Outside China
Consumption is still fragile with likely headwinds in January. More service subsidies are needed. RedNote's popularity signals more to come. US...
285 Views
ECM Weekly (20th Jan 2025) - Guming, LG India, Schloss (Leela), Freetech, Chongqing Terminus, Murata
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
761 Views
Monthly Chinese Express Tracker: Fight For Parcel Volume Share Heated Up in Q424 (January 2025)
Although Chinese domestic express pricing has moderated in recent months, the main players in this sector continue to battle one another for...
767 Views