Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
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China Internet Weekly (26Sep2022): S.F., STO, YTO, Yunda, JD Logistics, Alibaba, Baidu, Trip.com
Revenues of major express parcel companies grew rapidly in August. JD logistics will provide logistics service to Douyin. In 2Q22, Trip.com's...
416 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Ace Hardware, and DTAC's Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
325 Views
CX Daily: Why China’s Regulators Have Cough Medicine in Their Sights
In Depth: Why China’s regulators have cough medicine in their sights. Former justice minister given suspended death sentence
355 Views
CX Daily: How China’s Insurance Industry Is Slowly Opening to the Ill
In Depth: How China’s insurance industry is slowly opening to the ill. Officials probed after fatal crash of bus traveling to Covid quarantine...
273 Views