The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
295 Views
KE Holdings/Beike IPO - Can't See Much Upside
KE Holdings Inc (BEKE US) (BEKE), a company backed by Tencent Holdings (700 HK), Softbank Group (9984 JP) and Hillhouse, aims to raise up to...
1.1k Views
China Internet Weekly (10Aug2020): Pompeo Mentioned Decoupling List, How About Apple in China?
U.S. Secretary of State, Pompeo, suggests Chinese cloud companies should be banned. If the users in China face the choice between WeChat and...
300 Views
Tencent 510 Support Pivot Pressure Sets up a Fade Trade
Tencent Holdings (700 HK) shows an increasing bias to press below 510 pivot support after failing to clear key resistance at 564 outlined in our...
267 Views
US-China/Economy/Chips/Digital Currency/Vaccines
China News That Matters A splintering sound, heard around the world Dual circulation prescribed for China’s economy More support for...
262 Views