Aequitas: NSE IPO - Digestible Valuation, Given Its Dominance
National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO. In this note, we talk about valuations.
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Hong Kong Stocks Rebound After Sharp Drop as Trump’s Tariff War Weighs on Markets
Amid U. S. President Donald Trump’s renewed tariff war and the Federal Reserve tempering expectations of a rate cut, Hong Kong stocks opened lower...
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HSTECH Index. Identifying Individual Names with Greater Potential Upside
The initial market reaction to the Deepseek news is to bid up Chinese tech names, both platform and semiconductor-related. The tariff newsflow will...
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WEEKLY Tactical Recap | Asymmetric Setups : SoftBank Group, SK Hynix, CATL, META, Gold, Oil, NetEase
Weekly Macro Tactical Recap | Asymmetric Setups - Quantitative models tracking momentum extremes across Asian/Global equities and commodities to...
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WEEKLY Tactical Recap: Samsung Electronics, CATL, Tokyo Electron, Advantest Corp, Bank of China, BYD
Weekly Global Macro Tactical Recap: our models tracks trends across asset classes to highlight overbought/oversold market conditions across Asian...
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