WEEKLY Tactical Recap: Samsung Electronics, SK Hynix, Nikkei 225, CATL, Tokyo Electron, Gold, Oil
Weekly Global Macro Tactical Recap: our models tracks trends across asset classes to highlight overbought/oversold market conditions across Asian...
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GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
526 Views
China Internet– Social Entertainment 3Q22 Preview: Remains Under Pressure
For 3Q22E, social entertainment platforms still face intensifying competition and macro challenges that can weigh on their revenue growth and...
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China Internet Sector – 3Q22 preview: near term bumpy recovery
We expect leading technology companies will play vital role in building digital infrastructure and empowering enterprise digital transformation.
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GEM Weekly (24 Jun 2022): Chinese Policy Rates, SA Inflation; NetEase, Alibaba, Ant Financial
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
530 Views