Softbank Group - Shares Drift as Discount Settles in 40% Range
SBG reports incremental progress on its Vision Fund liquidity plans but c. $9bn in public VF valuation losses is a headwind. Shares now trade in...
250 Views
AiHuiShou Pre-IPO - Mostly Positive - Pre-Owned but Well Loved
Aihuishou(RERE US), China’s largest pre-owned consumer electronics transactions and services platform, aims to raise upto US$1bn via a US listing....
231 Views
Global Emerging Markets Weekly: 21 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Crypto/ Tech/ Covid-19/ US-China/ UK-China
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
344 Views
Tencent: Earnings Beat Consensus; Falling User Growth and Game Revenue Growth Concerning
Tencent’s 1Q21 revenues and profits saw strong growth, however, we are concerned about the slow down in online games revenue growth as the segment...
414 Views