GEM Weekly (15 Apr 2022): Chinese Inflation, Credit Growth; Tencent, NetEase, Ant Financial
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
419 Views
GEM Weekly (8 Apr 2022): South Korea, China, India Macro Data; JD.com, Tencent, Chinese Audits
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
381 Views
Vipshop: With Net Cash at Nearly 50% of Market Cap, Is It a Value Trap or a Takeover Target?
In this insight, we analyse Vipshop’s user base growth, financial performance, and earnings outlook, take an updated look at current valuation...
564 Views
Tencent Holdings – Getting Its House In Order
TENCENT: Substantial disagreements over DouYu’s strategic direction, has caused a re-think at Tencent. Unlike the JD.com move, the Douyu move makes...
257 Views
GEM Weekly (28 Jan 2022): South Korea, Taiwan GDP; JD.com, Baidu, Tencent, Bharti Airtel
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
253 Views