Lianlian DigiTech IPO: PHIP Updates
The PHIP reinforces the bear case of operating losses, an unconvincing path to profitability, and a volatile FCF with a deteriorating balance sheet.
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Zomato Placement - Momentum Is Very Strong, Somewhat Well Flagged
AntFin is looking to raise around US$350m by selling around 2% of Zomato (ZOMATO IN). In this note, we talk about the deal dynamics.
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GEMWeekly (1 Mar 2024): China, India Macro; Ant, Alibaba, NetEase, Reliance Industries
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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CX Daily: China Intensifies Efforts to Curb Risk in Troubled Trust Sector
Trust / In Depth: China intensifies efforts to curb risk in troubled trust sector Profitability is out and risk management is in. That’s the...
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