GEM Weekly (18 Nov 2022): Chinese Macro and House Prices; Alibaba, TSMC, Tencent, Meituan, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
367 Views
Shanghai/Shenzhen Southbound Connect: Weekly Moves (18 November 2022)
Inside is a recap of movements in the Shanghai/Shenzhen-HK Connect. Overall, the net outflow over the past week was ~HK$0.14bn, split (-HK$0.47bn)...
300 Views
2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
485 Views
CX Daily: What’s Next for China’s Covid Vaccine Strategy?
In Depth: What’s next for China’s Covid vaccine strategy? Chinese student enrollment hits seven-year low in the U.S. IMF official says...
277 Views
Buy Meituan on Tencent's Distribution Announcement of Meituan Shares
Tencent just announced the distribution Meituan shares as a special dividend during the earnings call. the distribution is very similar to previous...
392 Views