Global Emerging Markets Weekly: 23 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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U.S. Equity Strategy: SPX 4400 Target In Sight
The S&P 500 remains bullish, progressing past our first target of 4350 and now on its way to our next target of 4400-4406. As long as 4257-4275...
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China ADRs - Now the Message Is Loud and Getting Clearer
In our previous note we spoke about the recent crackdown on the three US listed firms. Since then more news has been coming in along the same theme...
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What's Going On With Weibo?
Weibo was in the news as a story suggested the chairman would join with a state entity to take the company private. This was denied shortly after....
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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...
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