The Magnet Wars: China's Rare Earth Chokehold and India's Decade-Long Catch-Up
China's licensing regime on rare earths gives Beijing control over global magnet supply chain, with India's magnet scheme aiming to create...
308 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
152 Views
Weekly Deals Digest (04 Oct) - Nikkon, BASE, Kakaku, PHC, Sankei RE, Northern Star, Ingenia
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
98 Views
Asia-Pac Weekly Wrap: Northern Star, Meteoric, Goodbaby, Ingenia, OOh!Media, Zheneng Jinjiang
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
99 Views
Last Week In Event SPACE: Kakaku.com, Sankei Real Estate, ReNew Energy Global, Korea Aerospace Ind
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
96 Views