GEM Fund Positioning: The Big Rotations in 2024.
India Real Estate, South Korea and Turkey Financials were the winners in 2024, but which sectors led the declines, and which stocks saw the...
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Ather Energy Pre-IPO - The Positives - One of the E2W Pioneers
Ather Energy is looking to raise about US$536m in its upcoming India IPO. In this note, we will talk about the positive aspects of the deal.
680 Views
[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex
Chinese consumers are excited about new smartphone trade-in subsidy, Tencent and NetEase secure game title approvals, and strong domestic travel...
288 Views
ECM Weekly (27th Jan 2025) - CATL, HDB Financial, Dr Agarwal's, Eco-Shop, Vikran, Sanil, Timee
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
699 Views
[Blue Lotus Non-US Internet Weekly, 3/52]: RedNote's Popularity Can Lift Other Boats Outside China
Consumption is still fragile with likely headwinds in January. More service subsidies are needed. RedNote's popularity signals more to come. US...
286 Views