China ADR Privatizations: The Challenges of Getting the Best Deal
The stellar performance of China’s stock markets over the past twelve months (Shanghai +121%, Shenzhen +161%, and Hong Kong +17%) has led to a...
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Opening of E-commerce Channel to Change China's Drug Market
Numerous press outlets report that China’s Food & Drug Administration (CFDA) will release regulations permitting online sales of...
602 Views
Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
497 Views
Pre-IPO Mandi Inc. - The Business Model, the Concerns and the Valuation
​Mandi's short-term success hinges on Minoxidil, but uncertainty looms with Winlevi and semaglutide. Growth may slow due to VBP and competition. A...
400 Views
Primer: Yunnan Baiyao Group Co., (000538 CH) - Sep 2025
Strong Brand Equity and Market Leadership: Yunnan Baiyao is a household name in China with a dominant position in the Traditional Chinese...
189 Views