PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices
Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...
581 Views
China E-Commerce: 6.18 Festival Getting Bigger - Good for Alibaba, JD, Vipshop
The latest data from the 6.18 Festival suggests potential revenue upside for online shopping platforms. Find out who is strong by category and why...
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Global Emerging Markets Weekly: 26 February 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
373 Views
Strategy: Looking for Inspiration in the Time of COVID-19
We are in the second month of the COVID-19 affected market volatility. Making a call in this environment is challenging, if not unnerving. In a...
593 Views
G-20/Tech War/Consumption/Carrefour Quits/Bonds
China News That Matters Big in Japan Huawei on stage as digital iron curtain falls Milk not Merc: cautious consumers disappoint Just not worth it...
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