HSI Sep 2026 Index Rebalance Forecast
We reviewed the HSLMI candidates for the upcoming HSI index review and expect three possible ADDs and no DELETE. We also highlight FF changes in CATL.
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EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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Copper Miners Breaking Out Around The Globe -- Buy
In this report we lay out what we believe is a compelling case to add exposure to copper miners at current levels, highlighting the following...
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Aequitas ECM Weekly (22 June 2026) - SpaceX, GO, Lingyi, SG Micro, Circuit Fab, Merdeka, Kioxia, NSE
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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