GEMWeekly (28 Jun 2024): Sluggish Chinese Consumer, China Macro; Jd.com, Bharti Airtel, Tencent
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
323 Views
NetEase (9999-HK): Market Share Winner, Supported by Buybacks and Dividends
In this insight we analyse the Chinese online games market, NetEase’s revenue growth outlook, current valuation level, and shareholder returns.
287 Views
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
231 Views
2024 High Conviction: TSMC (2330 TT) Is Perfectly Poised for Revenue and FCF Growth Acceleration
Given that we have reached the peak of the Capex cycle, along with normalisation in its internal working capital, and with revenue growth set to...
1.1k Views
GEMWeekly (31 May 2024): Big Fund Sets up 3rd Chinese Chip Fund; China Macro, Naver, Flipkart, SEC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
213 Views