EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
474 Views
Entertainment Plus (猫眼娱乐) IPO: The Coming Regulatory Bang Isn't That Bad (Part 2)
In our previous insight, we talked about the fundamentals of Entertainment Plus, the largest online movie ticketing platform in China. In this...
454 Views
Maoyan IPO Preview: Running Out of Growth Drivers
As Meituan Dianping (3690 HK)’s shares begin trading on Thursday, we look at Maoyan, which was founded and subsequently divested by Meituan....
650 Views
STX Entertainment (胜图娱乐) IPO: Legendary Founder but Results Matter
STX Entertainment had earlier filed an application for listing on the Hong Kong Stock Exchange. As per media reports, the company could raise up to...
441 Views
'Alibaba-Adjacent' Investing Really Didn't Work Over the Last Year
Despite its recent wobbles, shares of Alibaba Group Holding Ltd (BABA US) posted impressive performance over the last year, rising by 80% since...
262 Views