AUKUS/ CPTPP/ Crackdowns/ CCP/ TMSR-LF1
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Hong Kong Buybacks: Xiaomi and Tencent Led Weekly Buybacks
We highlight that the top 3 companies that repurchased the most shares from the market were Xiaomi (1810 HK), Tencent (700 HK), and Xinyi Glass(868...
397 Views
NetEase, Tencent: Risk of Negative Games Revenue Surprises Skewed to Tencent, Rather than NetEase
In this insight, I analyse the potential for negative revenue growth surprises, and further earnings downgrades, for NetEase and Tencent, by...
395 Views
Weekly Innovation Review (WIRE) #49
The verdict is out in the Apple (AAPL) vs Epic (private) case, with the court ruling that Apple cannot stop app developers from directing users to...
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Asia Ex-Japan Positioning:Â India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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