EM Underweight Hits Record High Among Global Managers
Active Global managers are running record underweights in Emerging Market stocks. The average Emerging Markets allocation sits underweight -4.56%...
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Pre-IPO ESG Analysis: DiDi's Exemplary ESG Achievements Eclipsed By Regulatory Risks and Uncertainty
DiDi boasts positive ESG achievements in areas under its control, but there's a big ESG issue beyond its control – regulatory risk. But, proactive...
619 Views
China E-Commerce: 6.18 Festival Getting Bigger - Good for Alibaba, JD, Vipshop
The latest data from the 6.18 Festival suggests potential revenue upside for online shopping platforms. Find out who is strong by category and why...
195 Views
Global Emerging Markets Weekly: 25 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
161 Views
Didi Chuxing IPO Valuation Analysis
Our base case valuation of DiDi Chuxing is implied market cap of $99 billion or target price of $20.4 per share. This represents a 46% upside to...
499 Views