[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer
Chinese underconsumption is only half true. It only occurs in categories associated with development stages; Our TOP PICKS are Li Auto, Atour,...
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CX Daily: China’s Battle to Stabilize Its Economy
Hong Kong health expert downplays city’s Covid fatality rate; Shanghai offers support for importing Covid drugs and vaccines as it battles outbreak
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Smartkarma Originals
Tea/Coffee Chains: As Asians Acquire a Taste for Coffee, Novelty Seems Like the Way Forward for Tea
Historically, tea dominated the Asian beverages market, but over the last few years we are seeing a renewed interest in coffee and coffee-based...
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Aequitas: MIXUE IPO Lockup - US$1.8bn Pre-IPO Shareholder Release
Mixue Group (2097 HK)Â raised around US$450m in its Hong Kong IPO in March 2025. The lockup on its founders and pre-IPO investors is set to expire...
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Pre-IPO Guangzhou Xiao Noodles Catering Management (PHIP Updates) - Some Points Worth the Attention
​Xiao Noodles' growth driven by capital raise concerns for investors about sustainability/profitability ahead, despite replicable capabilities....
431 Views