Weibo (WB US): Ad Growth Clouded by Pandemic and Macro Slowdown
Widespread lockdowns in China could pressure Weibo earning in 2Q. Now valuation is more attractive at 10x forward P/E with improving user engagement.
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CX Daily: China’s Plan to Overhaul Its $3.7 Trillion Mutual Fund Industry
In Depth: China’s plan to overhaul its $3.7 trillion mutual fund industry. Exclusive: Davos photo used by U.S. Congressman to criticize China...
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CX Daily: China’s Safety Problem With Illegal Buildings
Safety / Cover Story: China’s safety problem with illegal buildings. Davos / Climate envoys from China, U.S. expected to meet at Davos
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GEM Weekly (6 May 2022): Chinese and South Korean Macro; Xiaomi, Didi, Pinduoduo, JD.com, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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CX Daily: Five Things To Know About China’s Draft Rules On Local Financial Institutions
Five things to know about China’s draft rules on local financial institutions. Beijing shortens quarantines for inbound travelers, close contacts
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