Heard on the Bund – China TMT and Consumer Bi-Weekly
IQIYI DAU surge, recovering China advertising market, COVID infection rates by cities in China, Third growth driver of Xiabuxiabu
475 Views
China's Latest COVID Policy: What Are the Plays?
The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...
511 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views
Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
1.4k Views
Pre-IPO Banu International Holding - The Pain Points and the Outlook
BANU's label of "high price" cannot support strong profitability. Heavy asset model in the supply chain has become an issue. 25Q1 performance...
402 Views