Carousell - Champion of the Circular Economy
Carousell is South-East Asia's largest classifieds marketplace which recently entered the uniform club with a valuation of US$1.1bn. It is a unique...
358 Views
Epic Apple Esque Duel in China? or Nah?
The Epic Apple ruling disrupts Apple's share of developer revenues. Yet, the 30% charges seem low versus China. What is the App Store landscape in...
246 Views
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.
294 Views
JD.com (JD US): Solid Growth Flying Under the Radar
JD's results may not seem inspirational, but a closer look under the hood reveals a business growing faster than market expectations. I believe JD...
222 Views
Futu Holdings - An Inflection Point Imminent?
Strong retail participation and market performance enabled Futu Holdings to benefit from strong growth. Given a shift in investor sentiment, we...
445 Views