GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
428 Views
China’s Video Game Regulator Issues Fresh Licenses in Positive Sign for Recovering Industry
China’s game licensing regulator green-lit a fresh batch of titles for market for the third time in as many months. January’s licenses are an...
349 Views
CX Daily: Lithium Tops Out
In Depth: Lithium tops out. ‘China’s door to the outside will only open wider,’ Vice Premier Liu He says. Charts of the Day: China’s FDI growth...
268 Views
Tencent/Netease: January Game Approval Shows Tencent Playing Catching Up
We analyzed the latest domestic game approval in China. Tencent and Netease received approval for one game each. Overall Tencent is still behind...
365 Views
H World (HTHT) Follow-On Offering - A More Genuine Need
H World Group (HTHT US) aims to raise around US$260m via a follow-on ADS offering. In this note, we talk about the deal dynamics and run it through...
395 Views