China Live Streaming: Why Picking Winners and Losers Is Very Important
Live streaming became a staple source of entertainment globally as people searched for a way to pass time during imposed lockdowns caused by the...
361 Views
JD, NetEase and Other Secondary Listing - Index (FTSE, MSCI, HSI And HSCEI) Impact
Both JD.com Inc (ADR) (JD US) and NetEase Inc (NTES US) obtained approval for a secondary listing in Hong Kong on Thursday, 28th May. Subsequently,...
453 Views
JD & NetEase Secondary Listings - What to Do with the ADR? Lessons from Baba
Both JD.com Inc (ADR) (JD US) and NetEase Inc (NTES US) obtained approval for a secondary listing in Hong Kong on Thursday, 28th May....
481 Views
Accelerating Structural Trends to Drive Continued Outperformance in China Tech
We maintain our overweight on Hong Kong and China Tech as the dual COVID tailwinds of permanently shifting consumer behaviors and rapid enterprise...
301 Views
China Internet Weekly (25May2020): Delivery Orders Surged in April, and Earnings Season
Delivery orders increased by 32% YoY in April versus 23% in March. Xiaomi (1810 HK) achieved year-over-year growth despite the pandemic...
184 Views