Didi Global: Xi Jinping Softening the Brutal Crackdown on China's Internet Giants?
In this insight, we provide a bullish case for DiDi Global. We argue that there are signs that Xi Jinping is starting to soften the brutal...
253 Views
Meituan Fined RMB3.44bn; Expect Short-Term Gains with Positive Shift in Sentiment
Meituan was imposed an antitrust fine of US$534m (RMB3.44bn) on Friday and we expect the company’s shares to see gains in the short-term as there...
234 Views
TDCX Inc. IPO Trading - Won't Be Buyers
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, raised around US$338m in its US IPO. In this note we will talk...
450 Views
Law & Order: What the New Data Security Laws Mean for China's Tech Sector?
China's recent new sweeping data security and protection laws have set the tech sector in turmoil, We examin what are the impact way forward.
399 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...
298 Views