CX Daily: Why Individuals May Need to Shoulder More of China’s Social Insurance Burden
TOP STORIES Subsidy / In Depth: Why individuals may need to shoulder more of China’s social insurance burden In recent years, many local...
188 Views
Asian Equities: Valuation Mean Reversion - The Winners and Losers
Asian valn mean reversion i.e. expensive markets derating & cheap ones rerating, could sustain. HK/China & KR may rerate more. India looks...
1.1k Views
Softcare Pre-IPO - Strong Market Penetration but Gross Margins May Be Capped
Softcare is looking to raise at least US$300m in its upcoming Hong Kong IPO. It is an international hygiene product corporation. In this note, we...
379 Views
Asian Equities: Preserving Capital in 2025 – Parallels and Contrasts from 2018
Volatility could rise as trade war escalates. But China exports much less to US now, Korea & Taiwan much more. Our Capital Preservation Basket has...
668 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.
651 Views