How to Stimulate China's Consumption, Part II
The underdevelopment of China's pension system leads to reliance on the residential property market as social safety net. The headroom of...
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Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done Well
Legend Capital (LC), one of the principal shareholders of Atour Lifestyle Holdings (ATAT US), is looking to raise around US$168m through a...
305 Views
Morning Views Asia: Lippo Malls Indonesia Retail Trust, Meituan, Yuexiu Property
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
280 Views
China Consumption Weekly (10 Jun 2024): Tencent, PDD, Meituan, NIO, Tuniu, Smart Share
Tuniu’s revenue grew by 71% YoY in 1Q24. Smart Share Global’s revenue plunge by 52% YoY in 1Q24. PDD plans to price products on behalf of retailers.
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GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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