Alibaba (BABA US) – Looking for a Reprieve from Regulatory Headwinds
Alibaba remains in the Chinese regulators' sights, with the share price falling further in 3Q21; yet its valuations, relative to its China peers,...
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Tencent Holdings – Only The Beginning
TENCENT: Mainland China appears to have taken action against Tencent, with suspension of WeChat new user registrations. Tencent is expected pay a...
284 Views
Didi Global - Greed Is Not Always Good
Regulatory pressure has exploded and there are no quick fixes – too many regulators are involved and it will take months to get out from this. A...
260 Views
Softbank Group - China Has Just Blown a Hole in Vision Fund’s Rapid Listing Theme
Softbank has been touting Vision Fund’s IPO flywheel and 4 of 6 recent listings have been Chinese but that is fading as the reality of China’s...
247 Views
Global Emerging Markets Weekly: 23 July 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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