GEMWeekly (11 Aug 2023): Indonesia, China, Philippines; Paytm, Ant, Nvidia
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
379 Views
GEMWeekly (28 Jul 2023): South Korea GDP; Alibaba, Samsung SDI, Tencent, TSMC, Ant, Meituan
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
363 Views
LianLian DigiTech IPO: The Bear Case
The key elements of the bear case rest on margin pressure on the fastest-growing business, operating losses, an unconvincing path to profitability,...
354 Views
LianLian DigiTech IPO: The Bull Case
The key elements of the bull case rest on rising market share, doubling of active customers, resilient core business growth and rapidly growing...
386 Views
GEMWeekly (14 Jul 2023): China, South Korea Macro; Alibaba, Ant, JD.com, Baidu, Foxconn, TSMC, Wipro
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
368 Views