Will the Gulf remain resilient?
Despite recent weakness Gulf markets have proved to be some of the most resilient in EM in the face of collapsing oil prices. There is evidence...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Kioxia IPO - Should Price at the Top, Though Peers Are Still Correcting
Kioxia Holdings (285A JP) is aiming to raise around US$840m (including over-allocation) in its Japan IPO. In this note, we talk about the IPO pricing.
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Kansai Electric Placement - A US$3.5bn Raising Which Doesn’t Appear Well Flagged
Kansai Electric Power (9503 JP) plans to raise up to US$3.5bn (including over-allocation) to partly fund its investment plans. In this note, we...
594 Views