Without Backing from the Tech Giants, Huize Bucks the Trend
We've all heard terms like traditional insurance companies and third-party insurance agents – but there may be less awareness about insurance...
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China Travel Intl Inv (308 HK): Here Comes My Turn!
HK-China border opening, revival in domestic tourism, supportive measures and upgrade in attractions are some key drivers for an increasing...
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Oyo and Softbank Group - This Would Be Generously Valued at $4-7bn but that Keeps CEO Under Water
An Oyo listing is a likely win for Softbank, which owns 47% for a mere $1.1bn but pricing talk of $10-12bn is optimistic compared to the $4-7bn...
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Trip.com (TCOM): Recovery Sign
Time to change the stereotype of travel agency. Tourist number has fully recovered in China. Trip’s corporate revenue also recovered. Families like...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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