Tencent: Investments up as Valuations Drop, Room for Another Significant Special in Specie Dividend
In this insight, we analyse Tencent’s recent investment activity and notable investee holdings to evaluate the potential for another meaningful...
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China ADRs Delisting - Tide Is Turning with CSRC Showing Signs of a Compromise
On 2nd Apr 2022, CSRC put out a draft for public comments on the revision of certain provisions which would allow easier access by overseas...
447 Views
GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu
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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2021 Year in Review - Forensic Accounting in Equity Research
As a forensic accountant doing equity research, I strive to publish differentiated insights that augment investment research. I look back at 2021's...
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Didi (Didi US)'s Delisting and Its Implications for Non-Dual Listed China ADS
As Didi races against time to delist from US, it faces, amongst others, lock-up expiry, HK listing review, and potential cybersecurity review. What...
392 Views