Alibaba: How Much Core Market Share Loss Has Been Priced In?
In this insight, I analyse Chinese retail sales and digital advertising market share changes and what is implied by Alibaba’s current valuation...
488 Views
Global Emerging Markets Weekly: 17 September 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
280 Views
AUKUS/ CPTPP/ Crackdowns/ CCP/ TMSR-LF1
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
293 Views
Global Emerging Markets Weekly: 20 August 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
192 Views
HSCEI Dividend Futures: Fair Value & Catalysts Point to Downside for 2022
We see around 6 points of downside on the HSCEI 2022 dividend futures from the last traded price. There are more negative catalysts for the 2022...
230 Views