BYD’s Shares Tumble Awaiting Berkshire's Next Move
H Share declined -12% on speculation of selldown by Berkshire. With a 33x gain on its BYD investment, taking money off the table would align with...
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Tianqi Lithium A/H Trading - A-Shares Have Done Relatively Well, H-Shares Should Follow
Tianqi Lithium (TL) raised around US$2bn via its H-shares listing. In this note, we talk about the updates since our last notes, along with the...
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GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
365 Views
Tianqi Lithium A/H Listing - Large Deal but Its Been Priced to Go
Tianqi Lithium (TL) is looking to raise up to US$1.7bn via its H-shares listing. In this note, we talk about pricing and run the deal through our...
463 Views
CX Daily: Four Things to Know About Chinese Policy Banks’ Extra $120 Billion for Infrastructure
Four things to know about Chinese policy banks’ extra $120 billion for infrastructure. Cambodia and Myanmar race to become the next apparel...
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