Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Thematic (Sector/Industry)

<ul>
<li>We look at the global macro themes that are impacting the equity market including the US election, the Fed and China's latest rate cut</li>
<li>We also look at the latest condition in Hong Kong, including the rates, the economy and the physical RE market</li>
<li>HK RE stocks continue to trade at compelling valuation, but fund flows are needed if we want a re-rating</li>
</ul>


We look at the global macro themes that are impacting the equity market including the US election, the Fed and China's latest rate cut
We also look at the latest condition in Hong Kong, including the rates, the economy and the physical RE market
HK RE stocks continue to trade at compelling valuation, but fund flows are needed if we want a re-rating


HK RE Series (3): Global Macro Starts to Turn More Supportive, Stock Valuation Is Compelling

Energy Transition | AI | Shifting World Order, Mint Finance

Amrutha Raj

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Wheat trading sideways on weather concerns, but bearish sentiment driven by ample supplies is likely to prevail.</li>
<li>Corn prices rally significantly driven by unfavorable weather conditions and strong export demand. Analysts expect bearish turnaround.</li>
<li>Soybeans recover on US presidential election uncertainty; but speculation is overshadowed by persistent concerns over Chinese demand.</li>
</ul>


Wheat trading sideways on weather concerns, but bearish sentiment driven by ample supplies is likely to prevail.
Corn prices rally significantly driven by unfavorable weather conditions and strong export demand. Analysts expect bearish turnaround.
Soybeans recover on US presidential election uncertainty; but speculation is overshadowed by persistent concerns over Chinese demand.


[CB 29/2024]: Wheat Pressured,Corn Rallies,Soybean Remains Volatile on Political & China Uncertainty

Japan Specialist

Mark Chadwick

<ul>
<li>The Topix declined by 5.6%, while the Nikkei lost almost 2,400 points, or 6%. However, equities took a back seat to the FX market</li>
<li>Given the currency movements and the global tech sell-off, it's no surprise that the worst performers were semiconductors (-10%) and autos (-9%).</li>
<li>The recent market movements appear to have been driven primarily by macro events, particularly the yen's reversal, which impacted high beta and momentum stocks.</li>
</ul>


The Topix declined by 5.6%, while the Nikkei lost almost 2,400 points, or 6%. However, equities took a back seat to the FX market
Given the currency movements and the global tech sell-off, it's no surprise that the worst performers were semiconductors (-10%) and autos (-9%).
The recent market movements appear to have been driven primarily by macro events, particularly the yen's reversal, which impacted high beta and momentum stocks.


Japan Weekly | Renesas, Ibiden Get Slammed in Tech Rout

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Bajaj Auto to invest INR 800 crore in Maharashtra to boost electric three-wheeler production.</li>
<li>Emami plans to fully acquire The Man Company, enhancing its digital-first brand portfolio.</li>
<li>WeWork India to launch new workspaces in Bengaluru and Noida, addressing flexible workspace demand.</li>
</ul>


Bajaj Auto to invest INR 800 crore in Maharashtra to boost electric three-wheeler production.
Emami plans to fully acquire The Man Company, enhancing its digital-first brand portfolio.
WeWork India to launch new workspaces in Bengaluru and Noida, addressing flexible workspace demand.


# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>1797 HK/JD US: Popular live streamer Dong Yuhui leaves East Buy (-/+)</li>
<li>BABA US/PDD US: AliExpress receives small fine in Korea due to data privacy violation (+)</li>
<li>Chinese Gaming Industry: Games Can Now Be Filed for Testing Without Approval of Game Code, Guangdong Province Leads the Way  (+)</li>
</ul>


1797 HK/JD US: Popular live streamer Dong Yuhui leaves East Buy (-/+)
BABA US/PDD US: AliExpress receives small fine in Korea due to data privacy violation (+)
Chinese Gaming Industry: Games Can Now Be Filed for Testing Without Approval of Game Code, Guangdong Province Leads the Way  (+)


[Blue Lotus Daily-TMT Update]:1797 HK/JD US/BABA US/PDD US/3690 HK/1024HK/700HK/NTE US/TCOMUS/AMZNUS

Thematic (Sector/Industry)
Thematic (Sector/Industry) Insights

HK RE Series (3): Global Macro Starts to Turn More Supportive, Stock Valuation Is Compelling

In this update, we explored the macro themes, including US presidential election, the Fed and China's rate cut and their impact on HK RE stocks. We...

Jacob Cheng

[CB 29/2024]: Wheat Pressured,Corn Rallies,Soybean Remains Volatile on Political & China Uncertainty

Volatility in Wheat and Soy over weather concerns, while Corn rallies 3% on adverse weather and firming demand; Asset managers cut Corn net short...

Mint Finance

Japan Weekly | Renesas, Ibiden Get Slammed in Tech Rout

Japanese stock market took a hit, but FX market stole the show. Semiconductors and autos hit hard by global tech sell-off. Yen's reversal driving...

Mark Chadwick

# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sudarshan Bhandari

[Blue Lotus Daily-TMT Update]:1797 HK/JD US/BABA US/PDD US/3690 HK/1024HK/700HK/NTE US/TCOMUS/AMZNUS

Popular live streamer Dong Yuhui leaves East Buy, AliExpress fined for data privacy violation in Korea, and Guangdong Province allows games to be...

Blue Lotus Research Institute

HK RE Series (3): Global Macro Starts to Turn More Supportive, Stock Valuation Is Compelling

In this update, we explored the macro themes, including US presidential election, the Fed and China's rate cut and their impact on HK RE stocks. We...

Jacob Cheng

[CB 29/2024]: Wheat Pressured,Corn Rallies,Soybean Remains Volatile on Political & China Uncertainty

Volatility in Wheat and Soy over weather concerns, while Corn rallies 3% on adverse weather and firming demand; Asset managers cut Corn net short...

Mint Finance

Japan Weekly | Renesas, Ibiden Get Slammed in Tech Rout

​Japanese stock market took a hit, but FX market stole the show. Semiconductors and autos hit hard by global tech sell-off. Yen's reversal driving...

Mark Chadwick

# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

​Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sudarshan Bhandari

[Blue Lotus Daily-TMT Update]:1797 HK/JD US/BABA US/PDD US/3690 HK/1024HK/700HK/NTE US/TCOMUS/AMZNUS

​Popular live streamer Dong Yuhui leaves East Buy, AliExpress fined for data privacy violation in Korea, and Guangdong Province allows games to be...

Blue Lotus Research Institute

Japanese stock market took a hit, but FX market stole the show. Semiconductors and autos hit hard by global tech sell-off. Yen's reversal driving...

Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Popular live streamer Dong Yuhui leaves East Buy, AliExpress fined for data privacy violation in Korea, and Guangdong Province allows games to be...