Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (20 Jul 2026)
Discover eight pair trade opportunities across four markets and four sectors using statistical mean-reversion methodology for actionable insights.
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India Channel Insight | Reliance Digital, Tata Croma (Electronics Retailers)
We spoke to the store manager of Reliance Digital, Tata Croma, to understand the current operating environment and consumer sentiment especially...
554 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
487 Views
Aequitas: SBI Funds Management IPO - Will Trade Inline with Its Large Peers
SBI Funds Management is looking to raise about US$1.2bn in its upcoming India IPO. In this note we talk about the recent updates and pricing.
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