Global Emerging Markets Weekly: 28 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
238 Views
Covid-19/ Crypto/ Goldman/ Energy/ Unmanned
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
293 Views
Tencent: A Closer Look at the Online Games Market and Its Relative Strength as Revenue Growth Slows
In this insight, I take a closer look at the Chinese online games industry, its long-term opportunity in a global context, and the relative...
339 Views
JD Logistics IPO: Thoughts on First Day Trading
By pricing JD Logistics' shares close to the lower end of the IPO price range, we believe the company is offering enough room for shares to rise...
285 Views