China Considering a Data Tax on Big Tech
Investors are starting to rethink their investments in the Chinese tech space and the idea that investors should avoid Chinese tech stocks amidst...
Gome Retail: Time to Shop
At 1.96x price to book, Gome does not look especially cheap considering it’s current liquidity levels. However, we believe the worst has passed for...
Hepsiburada: The Very First and Only US-Listed Turkish Tech Company
Hepsiburada, the very first and only Turkish (tech) company listed in the US, is worth noting and following since Turkish tech is currently at an...
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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