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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Meituan (3690): Positive Signal from Tax Bureau After Negative News from Market Bureau
The fine of RMB3.4 billion was based on an investigation long before. Tax data shows that Meituan recovered strongly in the holidays of the...
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Meituan Fined RMB3.44bn; Expect Short-Term Gains with Positive Shift in Sentiment
Meituan was imposed an antitrust fine of US$534m (RMB3.44bn) on Friday and we expect the company’s shares to see gains in the short-term as there...
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Meituan: Major Overhang Cleared After $534m Fine
On Friday October 8th post-market close, the State Administration for Market Regulation issued a notice to fine Meituan. We analyze the impact and...
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