China Education Group Placement - Recent Momentum Is Strong but past Deal Record Isn’t Supportive
China Education Group (839 HK) is looking to raise up to US$154m in its top-up placement. This will be the third placement by the group over the...
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Hong Kong Connect Flows: Tencent, Meituan, Wuxi Biologics, Kintor
We highlight Hong Kong Connect inflows into Tencent Holdings Limited (700 HK), Meituan (3690 HK), and outflows from Wuxi Biologics (2269 HK).
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China Plans to Strengthen Power of SAMR
The move of antitrust and anti-unfair competition shows China intends to maintain its strict stance on monopolistic and uncompetitive practices in...
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Global Emerging Markets Weekly: 15 October 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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EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
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