Bank Credit Weekly: Vaccine Rally, Then Consolidation, Drives Outperformance & Turkey Vs Thai Banks
Positive vaccine news and the US election result lowers the likelihood of excessive US stimulus. This should cap pressure on Treasury yields and...
192 Views
Party Poopers: Reining In China's Internet
It is a delicate dance to promote home-grown tech companies while keeping existing market forces in check. But it is no secret the PRC government's...
381 Views
Alibaba: 2Q Positives Are Hard to Ignore
We feel that the market has not been as enthusiastic as it should be about Alibaba Group (BABA US)’s 2Q FY03/21 financial results.
235 Views
China Internet Weekly (9Nov2020): New Law on Online Small Amount Lending
We believe the new law will slow down the expansion of online lending. iQiyi raised the membership fees. Tencent Music signed an exclusive contract...
237 Views
ECM Weekly (8 November 2020) - Ant, Sunac Svcs, Jinke Svcs, Antengene, Gland Pharma, Kalyan Jewel
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
289 Views