EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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China Youzan’s Updated Privatisation Proposal
China Youzan’s valuation hinges on the valuation of Youzan Technology, which remains in a state of flux. As Youzan Technology is at best fairly...
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JOYY Inc Privatisation: Our Thoughts on Valuation
The rumoured deal price of US$75-100 per share offers a good upside to our SOTP price of US$74.27 per share. Assigning a target EV/Revenue of 1.0x...
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Alibaba Cloud: Near-Zero Dollars Valuation Is Not Entirely Impossible
The Chinese government’s appetite for control of data regarding its citizens is bad news for Alibaba Could as it could possibly create a state...
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Hong Kong Connect Flows: WH Group, Meituan, Li Ling Led the Outflows
We highlight Hong Kong connect inflows into Tencent, China Resources Power, and outflows from WH Group, Meituan, and Li Ning.
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