COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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(Mostly) Asia M&A: May 2020 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8bn. Clicking on the company name in...
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Softbank Group: Vision Fund Layoffs but ByteDance Looks Good
News reports indicate Softbank may lay off up to 10% of Vision Fund staff. This should not be surprising: last week, Softbank said that there would...
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Vipshop (VIPS US): Priced for Perfection
The stock has had a phenomenal run from the 12-month low of USD6.26, nearly providing a 200% return at the recent peak of USD18.80 on 16 April...
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Accelerating Structural Trends to Drive Continued Outperformance in China Tech
We maintain our overweight on Hong Kong and China Tech as the dual COVID tailwinds of permanently shifting consumer behaviors and rapid enterprise...
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