Alibaba: A Mediocre Beat Won't Nullify Escalating US-China Tensions & A Deteriorating Core Business
Having risen more than 100% from the bottom in the past 3.5 months, we don’t think a small beat could drive up the share price any longer. Renewed...
392 Views
TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
432 Views
China Renaissance (1911 HK): Loss of Face
When your key man, who is instrumental to the company's fortunes - and its major shareholder - disappears without any explanation, it is a brave...
418 Views
China Internet Weekly (20Feb2023): Tencent, Douyin, Yunda, Dingdong
The Chinese online game market shrank for the first time in 2022. Tencent WeChat plans to launch a food delivery platform. Douyin dismissed 15%...
369 Views
GEM Weekly (17 Feb 2023): Chinese Loan Growth, Indian Inflation; Alibaba, POSCO Chemical, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
334 Views