ZhongAn Insurance IPO Preview: How Long Will Early Bird Advantage Last? (Part 1)
ZhongAn Insurance, the largest online P&C insurance company in China, is planning to raise USD1.5bn. In this insight, we will look at the...
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Market Is Ignoring Naspers' Investment Track Record. Discount to Underlying Value Is Unjustified
Over the last year, either the market has implicitly marked down the value of Naspers (NPN SJ) unlisted e-commerce assets by $18bn, OR the implied...
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Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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The Week that Was in Greater China @Smartkarma: BABA Is Everywhere, Chinese Tourism, Fertility Fears
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of August 13 - 18 and features a selection of the week's insights on...
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China Unicom's Mixed Ownership Reform Plans Announced but Benefits Likely Overhyped
China Unicom Hong Kong Ltd (762 HK)'s first-half result was slightly better than expected with strength in the mobile businesses more...
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