The Weekly Market Monitor – On Deflation, Spot Bitcoin ETFs, Rising Delinquencies, & Faltering China
Equity markets are at risk if declining price pressures must be attributed to slowing growth. China's Real Estate is still a mess, while small caps...
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Asian Dividend Gems: Dream International
Based in Hong Kong, Dream International is one of the largest toy manufacturers in the world. It specializes on plush stuffed toys and plastic...
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FSN E-Commerce Ventures (NYKAA IN) | Troubles at Core?
FSN E-Commerce Ventures (Nykaa) is facing problems in its core BPC segment, which could compound existing issues with its Fashion Business.
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Lalatech Holdings Pre-IPO - Refiling Updates - Growth and Profit Pickup but Valuation Gap Remains
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about the refiling updates.
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As a Group, Typical SHEIN & Temu Users in the US Lack Political Clout; Why It Matters
In this insight we explain why SHEIN's and Temu's youthful customer base in the US is a political liability, despite its attractive growth potential.
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