Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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Hong Kong Connect Flows: Meituan, China Power, Kuaishou, Evergrande
We highlight weekly HK Connect inflows into Meituan (3690 HK), China Power Intl (2380 HK), Kuaishou (1024 HK) and Evergrande (3333 HK).
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Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
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Kanzhun Lock-Up - Has Held up Remarkably Well with All Pre-IPO Shareholders Well in the Money
Kanzhun, an online recruitment platform in China, raised around US$1bn in its US IPO in Jun 2021. In this note, we will talk about the upcoming...
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