Meituan Dianping: From Nowhere to Key Underweight
Meituan Dianping ownership among Asia Ex-Japan investors has surged since its addition to the MSCI indices earlier this year. After a less than...
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Trump Administration Continues to Ratchet Up The Pressure
*Export Restrictions On SMIC: The US Commerce Department has reportedly imposed export restrictions on mainland China’s SMIC (largest semiconductor...
218 Views
The Week that Was in ASEAN@Smartkarma - Unicorns & Super Apps, SCG Packaging, and Thai Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
232 Views
Baozun HK Secondary Trading - Weakest Link of the Current Lot
Baozun Inc. (BZUN US) plans to raise around US$490m in its secondary listing in Hong Kong. The company was said to have won approval for listing...
284 Views
ZTO Express Secondary Trading - Insti Little Weaker, Retail Little Stronger but Doing Well so Far
ZTO Express (ZTO US) plans to raise around US$1.4bn in its secondary listing in Hong Kong. While the company filed its PHIP on Friday, 11th Sep...
233 Views