Carousell - Champion of the Circular Economy
Carousell is South-East Asia's largest classifieds marketplace which recently entered the uniform club with a valuation of US$1.1bn. It is a unique...
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Hepsiburada: The Very First and Only US-Listed Turkish Tech Company
Hepsiburada, the very first and only Turkish (tech) company listed in the US, is worth noting and following since Turkish tech is currently at an...
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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...
222 Views
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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