GEMWeekly (1 Sep 2023): China, South Korea Macro; Xpeng, Baidu
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Vinfast: Stock Is in Free Fall; Still Expensive
After making a stellar debut, Vinfast's share price has dropped more than 50% over the last few days from its peak. Our forecasts and valuation...
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CX Daily: Why Some Kids in China Can’t Play During Recess
Schools /In Depth: Why some kids in China can’t play during recess Yuan /: Argentina taps China currency swap line to help repay IMF loan PMI /:...
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Hong Kong Connect Flows (July): Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx
We analyzed the Hong Kong Connect Scheme for July and highlight flows for Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx.
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China TMT Update-BEKE/2150.HK/LI/NIO/XPEV-Supportive Policy on Home Purchase;August Vehicle Delivery
China’s first tier cities draft supportive policy on home purchase;Nayuki teahouse average store revenue remains flattish YoY;LI/NIO/XPEV: Li Auto,...
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