China Consumption Plan: How Special Is This “Special Plan”?
One key new element is the linking consumption to the wealth effect, while continuing targeted support for vulnerable groups and structural changes
263 Views
Quiddity Leaderboard HSIII Jun25/Sep25: Capping Flows in June and Index Changes in September
We estimate total one-way flow to be US$138mn during the June 2025 rebalance event which translates into a turnover of around 2.8%. In September...
555 Views
ECM Weekly (17th Mar 2025) -JPB, Recruit, Austal, BoB, Chifeng, Guarantee, Anjoy, Softcare, AvePoint
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.
505 Views
Merger Arb Mondays (17 Mar) - Seven & I, Tenma, Proto, OneConnect, Vesync, Tam Jai, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
496 Views
ECM Weekly (10th Mar 2025) - BYD, Japan Post, Mixue, Sanhua, Chifeng, Nanshan, Goertek, Travel Food
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.
644 Views