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.
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EMERGING THEMES: China's Next 5 Year Plan
China will roll out its 2026 - 2030 five-year plan this month, outlining the economic and social roadmap until the end of the decade.Historically...
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EM Active Funds: What’s Driving Performance in 2025?
Active EM funds are up 26.0% YTD—on track for their best year since 2017. Style, geography, and benchmark-independence remain key drivers of...
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Hong Kong 2025 Placements - Year so Far and Trends for Potential Primary Placements
1H25 saw a sharp turnaround in HK placements, with 36 US$100m+ deals so far. This compares to only 14 in 2022, 13 in 2023, and 15 in 2024. In this...
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Curator's Cut: Korea's Value, CATL's Charge & Copper's Surge
This week's ​Curator's Cut highlights Korea's relative valuation, CATL's listing, and copper's surge. Share your thoughts on what themes should be...
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