HSCEI Dividend Futures: Stay Short the 2022/23 Steepener
We see the HSCEI 2022 div futures trading in line with our estimates while there could be more downside to the 2022/23 div spread. We'd look to get...
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CX Daily: How the Balance of Power Over Ukraine Shattered Overnight
In Depth: How the balance of power over Ukraine shattered overnight. Hong Kong can stock up on anti-Covid drugs to tackle omicron outbreak, top...
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Tencent: 4Q2021 Earnings to Soften with Decelerating Games Growth and Weak Ad Revenue
We expect Tencent’s 4Q2021E results to show up further weaknesses in the company’s earnings driven by decelerating growth in online games and...
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GEM Weekly (21 Jan 2022): Chinese Macro Activity; JD.com, Ant Group, ByteDance, Kakao Corp
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
244 Views
Bilibili Makes a Late Entry into Livestreaming E-Commerce; Timing Is Not Just Right
Bilibili launched a shopping cart feature on its livestreaming platform. This comes at a time China’s common prosperity crackdown has set its eyes...
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