In today’s briefing:
- GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
- China Healthcare Weekly (Dec.9) – COVID Policy Update, Biotech Growth Curve, HKEX Chapter 18A Review
GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
- The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Chinese Caixin PMI, exports, imports, and inflation; South African GDP growth
- Companies mentioned: JD Logistics (2618 HK), JD.com Inc. (9618 HK), Samsung Electronics (005930 KS), Naver Corp (035420 KS), Taiwan Semiconductor (TSMC) (2330 TT), NetEase (9999 HK), Cloud Village (9899 HK)
China Healthcare Weekly (Dec.9) – COVID Policy Update, Biotech Growth Curve, HKEX Chapter 18A Review
- China further optimized COVID policy. The main reason to ease the policy at this time could be to release risks in advance so as to recover as soon as possible.
- The growth curve of biotech is not linear. We analyzed three situations to help investors better understand “the new story” of Biotech at different stages.
- We reviewed the performance of Company listed under HKEX Chapter 18A since this year. We found some interesting points worth the attention.
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