Invest in China Growth Equity in High-Rate Environment
Trump's policies may lead to high US interest rates and a depreciating Renminbi. As remedy outside of buying high dividend stocks, we propose a...
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[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US
Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi...
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Vishal Mega Mart IPO Trading - Strong Demand Despite Not so Strong Anchor
Vishal Mega Mart (VMM) raised around US$950m in its India IPO. We have looked at the past performance in our earlier notes. In this note, we talk...
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KE (BEKE): New Home Decline Narrowed, The Top Agent Needed by Landlords and Developers
The declining of new home sales was narrowed in the past ten months. New home, rental, and furnishing businesses grew strongly in 3Q24. We believe...
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ECM Weekly (16th Dec 2024) - LG CNS, Mao Geping, Digico, Kioxia, Vishal Mega, IGI, Sai Life, Quantum
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.
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