Upgrading Korea to Overweight; MSCI ACWI and Emerging Market Breakouts
MSCI $ACWI and Emerging Market $EEM Breakouts; Upgrading Korea $EWY to Overweight; Downgrading Broad Europe, but staying Overweight Germany,...
674 Views
#161 India Insights: India Eyes Rare Earth Push; IndusInd's Prerequisites from RBI, Insulin Scale Up
India aims to localize rare earth magnet production for EV and tech sectors, Hinduja Group faces RBI conditions for Indusind Bank
524 Views
APAC Healthcare Weekly (May 18)-Hengrui Medicine, Wuxi Biologics, Chugai, GC Biopharma, Mayne Pharma
Jiangsu Hengrui launches HK IPO. Wuxi Biologics to sell Germany plant. Chugai got Japan approval for gene therapy. Mayne Pharma was hit as FDA...
589 Views
Dr Agarwal’s Healthcare IPO Trading - Decent Anchor Demand but Subdued Overall Coverage
Dr Agarwal’s Healthcare raised around US$350m in its India IPO. In this note, we will talk about the demand and trading dynamics.
323 Views
Indegene Lockup Expiry - US$1bn+ Lockup Release, Some Could Look to Book 3x Gain
Indegene Limited (1864095D IN) was listed in India on 13th May 2024 after raising US$221m. Its six-month lockup will expire on 5th Nov 2024.
440 Views