Softbank Group - BABA Pressure Has Didi Read Across but a 41% NAV Discount Provides Cushion
The regulatory story in China continues as Alibaba is under pressure again. That is bad news for Didi as market hopes for an app restoration and HK...
469 Views
Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock Connect, Indices, Etc
Alibaba this morning announced it will seek a Dual Primary Listing on the HKEX. This makes PCAOB-induced US exit easier, and will make the stock...
639 Views
GEM Weekly (22 Jul 2022): SA Repo Rate; IQIYI, ByteDance, Did Global, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
347 Views
CX Daily: How Saving Poyang Lake Will Alter A Complex Ecosystem
In Depth: How saving Poyang Lake will alter a complex ecosystem. Huawei steps up debt financing with $593 million onshore bond sale
298 Views
Are Didi’s Regulatory Troubles Finally Over with a US$1.2bn Fine?
With the imposition of $1.2bn penalty, it seems that regulators will take a softer stance on Didi by allowing the company to restore its apps on...
351 Views