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...
335 Views
Aequitas 2022 Asia IPO Pipeline
We take a look at the Asia Pacific IPO pipeline for 2022. This list has been compiled on a best effort basis from tracking company filings and...
492 Views
Crackdown on Live-Streaming E-Commerce Could Derail The Recovery of Japanese Cosmetics
Valuation multiples of Japanese cosmetics makers more than doubled during the last 6-7 years alongside the growth driven by the China expansion and...
296 Views
HSCEI Dividend Futures: 2022 Close to Fair; Sell 22/23 Steepener
The HSCEI 2022 dividend futures are trading close to fair but there are a lot more negative catalysts that will have a bigger impact than positive...
357 Views