Atour Lifestyle Holdings Ltd

• AP Arisaig Partners Arisaig Diary August 2026 ↗ Arisaig Asia Fund completed a portfolio repositioning while arguing that Chinese consumer holdings offer resilient earnings and low valuations despite weak consumption. It backed China pharmacy, food and restaurant operators, Sea Limited’s expanding e-commerce and financial-services ecosystem, and Philippine retailers and restaurant chains gaining share despite energy and logistics pressure. August 2026 0A3T ATAT $4.8BCHA $2.4B +4

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