HSCEI Index Rebalance Preview (March 2022): One Potential Change with Caveats
Xinyi Solar could replace Evergrande Property Services in the HSCEI at the March rebalance. Changes in the FAF for the stocks could either mean no...
491 Views
Softbank Group - SenseTime Rally Offsets Some of China Weakness but Q3 Vision Fund in the Red
A strong public debut for SenseTime boosted Vision Fund performance after Didi released dismal results but the portfolio is likely in the red for...
422 Views
Crackdown on Live-Streaming E-Commerce Could Derail The Recovery of Japanese Cosmetics
Valuation multiples of Japanese cosmetics makers more than doubled during the last 6-7 years alongside the growth driven by the China expansion and...
285 Views
CrossASEAN Digital - Online Groceries Are All the Rage
Online groceries are all the rage in South East Asia as consumers change their consumption habits but are still at an early stage with many years...
491 Views
Bukalapak (BUKA IJ) - Hitting Mitras with More Product
Bukalapak continues to develop new products for both its Mitra and e-commerce business, which should help to improve take-rates with valuations now...
415 Views