Alibaba (BABA US): A Generalist's Guide
Who doesn't love a good old-fashioned rags to riches story? The place was Hangzhou, the capital of Zhejiang province in eastern China. The man was...
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Vivendi: 50%Trade Sale of Universal Music Will Receive Strong Interest; 17/2/2022 Is Coming Closer
Exactly one year ago I wrote an insight on the coming IPO of Universal Music Group (UMG) which is 100% controlled by French media conglomerate...
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Last Week in GER Research: Haidilao, Popflops, Bitmain, Shandong Gold, Niu and China Renaissance
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight 25% potential downside at Haidilao as...
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Ascendas, Mapletree, and Other Real Estate Leaders Are Betting On "Last Mile Industrial" In India
The strengthening outlook for India's "Last Mile Industrial" real estate sector is being driven by a confluence of positive developments. While...
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Amazon (AMZN US): China Takes on Bezos
Beijing's decision to block online gaming streaming video service Twitch has been lumped into the general pool that is the trade war between US and...
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