CX Daily: China’s Struggle for Data Security
In Depth: China’s struggle for data security. China fleshes out ‘optimized’ Covid-19 response. China’s personal pension system nears launch as...
280 Views
DPC Dash Pre-IPO - The Positives - On a Rapid Expansion Spree
DPC Dash, master franchisee for Domino's Pizza in China, aims to raise around US$100m in its Hong Kong IPO. In this note, we talk about the...
499 Views
CX Daily: China’s Halting Steps to Dial Back ‘Zero Covid’
Cover Story: China’s halting steps to dial back ‘zero Covid’. Flights to China still lag demand despite easing of some Covid restrictions, sources say
302 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
342 Views
JD.com (9618 HK): 3Q22, Growth Recovered, Margin Reached Historical High
The revenue growth rate bounced back to 11% YoY in 3Q22. The operating margin improved to historical high at 3.1%. We believe the stock price has...
368 Views