EM Investors Reduce China Underweight - Take Out the B.A.Ts and They Are Overweight!
EM Investors Reduce China UnderweightGlobal EM Investors are closing their underweight positions in China.Ā Analysis of 180 Global EM Equity Funds...
283 Views
Sector Capsule: Video Games in China
Retail current value sales grew by 24% in 2017 to reach CNY202.1 billion. Mobile games drives the category. Tencent Games led in 2017 with a 29%...
266 Views
Xiaomi the Counter-Thesis!
As the deadline for Xiaomi Corp (1810 HK)'s bookbuilding period approaches there has been significant coverage regarding the name on Smartkarma,...
593 Views
Tencent (700 HK) ā Reform Official Accounts, Will Make Money
Tencent is reforming the homepage of WeChat Official Accounts (WOA, å¾®äæ”å ¬ä¼å·) from āmenuā to āfeedsā. We believe Tencent wants to add advertisements...
350 Views
Cango IPO Preview: Baffling Strategic Choices
Cango Inc/KY (CANG US) is a leading automotive transaction service platform in China backed by Warburg Pincus (an 18.2% shareholder), Didi Chuxing...
651 Views