Softbank Group - Didi Relief and ZME Pain Highlight Multiple Potential Outcomes
Good news on Didi and recent gains for Coupang and Goto highlight the potential for Vision Fund companies to re-rate although the delisting of...
391 Views
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.
458 Views
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...
256 Views
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
201 Views
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...
273 Views