CX Daily: Where Are Chinese Consumers Willing to Spend?
Consumption /In Depth: Where are Chinese consumers willing to spend? AI /: China puts drafting AI law on national legislative...
540 Views
US Dollar & 10-Year Treasury Yield Breaking Out; Stick With Energy, Also Buying China Education Svcs
US Dollar $DXY & 10-Year Treasury Yield $TNX Breaking Out; Broad Equity Market Not Likely to Bottom Until the USD and Treasury Yields Start Moving...
591 Views
Asia EdTech and China Education: An Update
China's EdTech venture funding lagged behind India's in 2021. We expect regulatory concerns to keep China underperforming in 1H22, with India...
598 Views
Our Three Worst Calls in Last Year and Any Room for a Reversal in 2022?
China Education Sector, Shenzhen Intl and China Dongxiang are the three worst calls that we made in last year. We believe there is room for a...
420 Views
EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
452 Views