Full Truck Alliance: Currently Less Than 'Full Loaded', but Issues Are Fully Fixable
FTA's shares are down 66% vs their IPO price, but underlying performance has been mixed. To ensure long-term growth, FTA should follow our two-part...
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Trip.com Q4/2022 Results: Back to Reality?
As China emerges from Covid, old challenges remain for Trip.com. After posting solid Q422 results and pointing to signs of a strong recovery, these...
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China on the Ground: Escalating Measures to Combat Omicron and What Stocks Are Impacted?
Omicron combating measures have been stepped up over the weekend and this will make a dent on the Mar operations of many companies. This will be...
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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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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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