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Propitious Research
Independent, Fundamental Quantitative Research
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South Africa
203
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bullish
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Thematic (Sector/Industry)
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04 May 2024 18:46
GEMWeekly (3 May 2024): China, South Korea Macro; Baidu, Tencent, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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272 Views
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bullish
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Quantitative Analysis
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02 May 2024 20:40
Screening for GEMs: May 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
Wium Malan, CFA
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169 Views
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bearish
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Thematic (Sector/Industry)
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29 Apr 2024 19:12
Indian IT Services: Where Are We in the Growth Cycle?
In this insight, we analyse the long-term growth trends, operating margins, and current valuation levels of Tata Consultancy Services, Infosys, HCL...
Wium Malan, CFA
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190 Views
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bullish
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Thematic (Sector/Industry)
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27 Apr 2024 16:57
GEMWeekly (26 Apr 2024): South Korea Macro; Tencent, Bharti Airtel, Meituan
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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306 Views
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bullish
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Thematic (Sector/Industry)
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20 Apr 2024 15:03
GEMWeekly (19 Apr 2024): China Macro Data; Baidu, TSMC, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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433 Views
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