FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?
There have been major sanctions by the US on China's semiconductor sector recently. We compare this move to the US government putting a trade...
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GEM Weekly (21 Oct 2022): Indonesian Interest Rates; Kakao, Naver, Ant Group, Tencent, MTN, Infosys
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
268 Views
Blibli IPO: Valuation Insights
Bookbuilding will close on 24 October. Our valuation analysis suggests that the IPO price range is unattractive. We would give the IPO a pass.
280 Views
CX Daily: The Sudden Reversal of the Global Chip Shortage
In Depth: The sudden reversal of the global chip shortage. Hong Kong unveils new visa, property tax policies to stanch talent exodus
162 Views
Blibli Vs Tokopedia Vs Bukalapak Vs Lazada Vs Shopee
In this note, we compare Blibli vs its peers' relevant businesses across monthly site visits, app downloads, social engagement, GTV, take rates and...
588 Views