EM Spreads - Weekly News & Views
Argentina's economy grows above expectations in February, Fitch affirms Cemex's credit rating, Pemex rig suspensions highlight risks, MercadoLibre...
264 Views
CrossASEAN Ground Zero - Let the Quest Begin
We look at the major themes and challenges for listed tech stocks in Southeast Asia including Sea Ltd, GoTo Gojek Tokopedia, Grab Holdings, Global...
621 Views
[Blue Lotus Daily-TMT Update]:BIDU US/SE US/MELI US/BABA US/4689 JP/PDD US/JD US
Baidu receives pilot license for autonomous driving taxis in Hong Kong while e-commerce penetration in Brazil rises during Black Friday and Shopee...
401 Views
Nubank (NU US) – Gravity’s Pull and Key Business Factors
Its recent share price correction and narrowing valuation gap leads us to recommend reducing short positions but, on balance, we remain negative...
856 Views
Active GEM Funds: Positioning Chart Pack
In this chart pack, we highlight the key country, sector and stock exposures among active Emerging Markets equity funds.
298 Views