GEM Weekly (17 Feb 2023): Chinese Loan Growth, Indian Inflation; Alibaba, POSCO Chemical, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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CX Daily: Exclusive: Billionaire Founder of China Renaissance Goes Missing
In Depth: China’s rural Covid wave exposes flaws in plan to prevent hospital overcrowding Xi says China must boost consumer spending, foreign...
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China TMT Update(Feb.15-16）：Tencent, Meituan, BEKE - WeChat Is Testing Delivery Platform
3690HK：WeChat is testing delivery platform in Guangzhou and Shenzhen (-); Gaming Industry: China Game Industry Annual Conference (GIAC) is...
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China Internet CNY Holiday Update: Gaming Performed Better than Ads and ECom
Our recent channel check indicates that online gaming has a better performance than online ads and eCommerce during the Chinese New Year holiday....
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Tencent (700 HK): Risen 100% in Three Months, But Still 21%~44% Upside
We believe revenue growth will rise by 9% in 2023. We believe the operating margin will climb up from 3Q23. We also believe the stock will have an...
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