Tencent’s Special Dividend: Is It a Sign the Walled Gardens Are Coming Down?
There is increased speculation that there is more divestments to come including Meituan, Kuaishou and Pinduoduo and we think the liberalisation of...
621 Views
Tencent's Big In-Specie Dividend of JD.com Shares
Tencent has decided to distribute the vast majority of the JD.com shares it holds. JD.com got sold off and Tencent got a bump. The Tencent bump is...
1.4k Views
Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
423 Views
EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
324 Views
Hong Kong Connect Flows: Meituan, China Power, Kuaishou, Evergrande
We highlight weekly HK Connect inflows into Meituan (3690 HK), China Power Intl (2380 HK), Kuaishou (1024 HK) and Evergrande (3333 HK).
204 Views