GEM Weekly (28 Jan 2022): South Korea, Taiwan GDP; JD.com, Baidu, Tencent, Bharti Airtel
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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China’s Central Bank Digital Currency; Is It a Major Threat to Non-Bank Digital Payment Providers?
The digital yuan's growth in digital payments usage could erode Alipay and Tencent app market shares; yet we think the competitive threat is...
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Hong Kong Buybacks: 3SBio, China Gas, Hygeia
We highlight the top 3 companies that repurchased the most shares in HK last week were 3Sbio Inc. (1530 HK), China Gas (384 HK), Hygeia Healthcare...
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China: EM Active Fund Positioning Update. BABA Drives Allocations Lower
China allocations fall to 2-year low, driven by widespread closures in Alibaba Group, New Oriental Education, China Mobile and CNOOC Ltd.
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Aquila Acquisition Corporation Tear Sheet - Aiming to Be Hong Kong’s First SPAC Listing
Aquila Acquisition Corporation (AAC) aims to raise around US$300m via Hong Kong’s first SPAC listing. In this note, we look at the deal background...
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