EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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JD.com (JD US): Solid Growth Flying Under the Radar
JD's results may not seem inspirational, but a closer look under the hood reveals a business growing faster than market expectations. I believe JD...
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Tencent (700 HK): No Longer Roaring, but the Price Is Right
Tencent's engine is no longer roaring but current valuations appear reasonable enough to weather through the regulatory uncertainty. 2Q was a...
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Pinduoduo - Q2 2021 Preview Through a Forensic Lens
PDD’s upcoming Q2 2021 results could help investors better understand e-commerce sector and company trends, such as GMV and revenue growth. We...
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Futu Holdings - An Inflection Point Imminent?
Strong retail participation and market performance enabled Futu Holdings to benefit from strong growth. Given a shift in investor sentiment, we...
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