Weibo Secondary Listing - Needs to Come at a Discount
Weibo plans to raise around US$500-700m in its secondary listing in Hong Kong. In this note, we talk about the deal and its impact.
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Didi Global - Higher Probability of Relaunching Ride Hailing App in China by the End of 2021
There have been numerous media accounts in the past two days that have mentioned that DiDi Global (DIDI US) is likely to relaunch its ride-hailing...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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TAL Education - Key Investor Capitulates, Should the Rest Follow?
The “double reduction” crackdown has inflicted major pain on the USD38 billion AST industry. Weak hands have folded but TAL strives to pivot....
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Sino-US/ Tech/ Covid-19/ Exercise/ Babies
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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