Want to Know Facebook & Snapchat's Next Big Move? Look Closely At China
E-commerce sales went through the roof in China during the mid-year 618 shopping festival. Underpinning this tremendous growth was the usage of...
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China ADRs Secondary Listing - Preliminary Assessment of Impact on HKEX Volumes
In our earlier insight, China ADRs Secondary Listing Deep-Dive: Yin and Yang and China ADRs Secondary Listing: COVID-19 Has Increased the Tension...
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Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
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JD.Com. Exposure Hits New Highs, but EM Allocations Not Fully Deployed.
Ownership levels in JD.com have increased aggressively among active EM managers over the past 6-months. Investor sentiment is among the most...
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Tencent & Alibaba Are Both Globalizing E-Comm Livestreaming; Here's Why Tencent Can Win
China's 618 festival highlighted the importance and success of e-commerce live streaming as a channel for brands in a post-COVID world. With the...
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