Emerging Market Links + The Week Ahead (March 3, 2025)
Emerging Market SkepticEmerging Market Links + The Week Ahead (March 3, 2025)Copy linkFacebookEmailNotesMoreEmerging Market Links + The Week Ahead (March 3, 2025)Mixue IPO pops, Luckin consolidates its lead in China’s coffee wars, Trip.com earnings, Melco/Galaxy study Thai market, Singapore 60 budget, EM stock picks and the week ahead for emerging markets.Mar 03, 20251Share this postEmerging Market SkepticEmerging Market Links + The Week Ahead (March 3, 2025)Copy linkFacebookEmailNotesMore2ShareEarlier Monday, China bubble tea chain Mixue popped 47% on debut as Hong Kong IPO volumes rebound and many retail investors decided to get in on the debut of a familiar consumer name. Mixue is also now the largest F&B chain in the world as it lures cost-conscious Chinese customers with ice cream and drinks under $1.
Meanwhile, Luckin is consolidating its lead in China’s coffee wars as consumers reject pricey coffee in favor of cheap brews - leading to a weakened Starbucks to seek a strategic partner for its $1 billion China business…
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Originally posted on: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-march-3-2025