China Technology: Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
337 Views
China ADRs - A New Act Aims to Put an End to China ADR IPOs
On 27th May 2021, U.S. Senators Marco Rubio and Bob Casey introduced the No IPOs for Unaccountable Actors Act, which aims to prohibit IPO on U.S....
313 Views
Chindata Group: Data Centre Value
Chindata is among the stocks with the highest probability of inclusion in the MSCI Standard index but the shares are down 45% YTD. The valuation is...
306 Views
Exit the Dragon – the Mass Exodus of US Listed Chinese Companies
Is US-China financial decoupling affecting the US stock market? What's the future of US listed Chinese companies l? How can investors in China...
459 Views
Trip.com Secondary Listing Quick Take - Doing the Bare Minimum - Needs Some More Correction
Trip.com plans to raise around US$1.2bn in its secondary listing in Hong Kong. In this note, we’ll take a look at the final deal terms and talk...
400 Views