EM by EM #38: Inflation Returning with a Vengeance?
Increased freight rates could lead significant players in China to delay imports and turn to local demand, depleting existing stockpiles. In the...
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EM by EM #34: Xi’s Whip and Powell’s Kneeling
Despite aiming for growth, China won’t employ potent fiscal or monetary policies; instead, the focus is on boosting confidence and shaping a...
233 Views
FRTIB Switches Benchmarks: +EM/-DM; US$56bn Trade as Asia EM Benefits & HK Loses Out
The FRTIB has decided to switch investment benchmarks leading to inflows for Emerging Markets and Small Caps at the expense of Developed Markets...
984 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
502 Views
Just Another Counter-Trend Rally, or Something More? DXY and Treasury Yields Breaking Key Supports
Just Another Counter-Trend Rally, or Something More?; $DXY and Treasury Yields $TNX $TYX Breaking Key Supports, several other reasons why we...
302 Views