Overview #38 Precious Metals – Has the Fat Lady Sung?
A review of recent events/data impacting our investment themes and outlook. We look at the recent correction in precious metals and what it means...
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Aequtias: NSE IPO Trading - Weakish Demand Probably Flattish Debut
National Stock Exchange (NSEIN IN) raised about US$2.4bn in its India IPO. In this note, we talk about the trading dynamics.
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National Stock Exchange IPO: Option To Cash Me If You Can, On The Bourses
National Stock Exchange is launching India IPO to raise nearly INR 12.6B. Though, the valuation seems slightly pricey, the intrinsic growth...
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Aequitas: NSE IPO -Index Flows Won’t Help in the near Term but Will Pickup Later
National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO. In this note, we talk about the index flows or...
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Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton
​Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...
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