HK Connect SOUTHBOUND Flows (To 1 Nov 2024); High-Div SOEs Sold, Tech Bought
SOUTHBOUND was a net buyer, again. Volumes were lower. High-div SOEs - so well bought in the early part of the year - are being liquidated in...
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GEMWeekly (1 Nov 2024): China New Home Sales Growth; South Korea Macro; Alibaba, TSMC, PDD
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
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Hong Kong Connect Flows (October): $12 Bn Inflows
We analyzed the Hong Kong Connect Scheme for October and highlighted flows for Alibaba, Xiaomi, SMIC, Geely, CCB, and Meituan.
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[Blue Lotus Daily-TMT Update]:BABA US/SE US/700 HK/BIDU US
Lazada and Alibaba introduce AI features for user experience, while Tencent denies rumors of layoffs in gaming division.
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Swiggy Pre-IPO - Peer Comparison - Smaller, Slower and Less Profitable
Swiggy is planning to raise around US$1.25bn through its upcoming India IPO. In this note, we undertake a peer comparison.
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