CX Daily: Will Fosun’s $2.2 Billion Steel Unit Sale Save The Conglomerate?
In Depth: Will Fosun’s $2.2 billion steel unit sale save the conglomerate? Covid lockdowns stoke merchant concerns ahead of peak shopping season
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GEM Active Funds:Â EMEA Moves to Underweight, Allocations Drop to All-Time Lows.
After the demise of Russia, active EM managers are positioned at their lowest ever levels in the EMEA region, moving from a multi-year overweight...
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GEM Weekly (9 Sep 2022): China FX, Inflation, South Africa GDP; Tencent, Prosus, Naspers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Prosus: 30% Discount Seems About Right
In this insight, we analyse Prosus/Naspers’ share repurchases over the past 2 months and how these relate to holding company discounts and share...
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ECM Weekly (3rd Jul 2022) - Tianqi, Thai Life, Prosus/Naspers, Tencent, SEA, Soosan, SoCar, Carsales
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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