GEMWeekly (28 Jun 2024): Sluggish Chinese Consumer, China Macro; Jd.com, Bharti Airtel, Tencent
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
486 Views
[Blue Lotus Daily - TMT Update]:700 HK/BIDU US/BABA US/0020 HK/NTES US/3690 HK
Chinese AI companies offer discounts to compete after OpenAI exits China, Tencent releases summer schedule for minors, World of Warcraft servers...
416 Views
NPN X PRX FY24 Results: Initial Market Reaction Positive & JSE June Auction Analytics
Recap of how the market reacted to FY24 results ahead of next week. The discounts are still well off their February lows (PRX 30%, NPN 35%). Both...
644 Views
Hong Kong Buybacks Weekly (Jun 28th): Tencent, Meituan, Aia
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
446 Views
Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.
Robot development advances with AI, mobility, and interaction improvements; China cloud spending to surge; Polish photonics foundation solidified;...
394 Views