The “Nebius” Big Thing: The AI Stock You Want To Know Now
Nebius is developing data centers tailor-made for the AI boom, and its strong balance sheet and skilled engineers allow it to compete with the...
239 Views
Nebius Group N V (NBIS) - Friday, Nov 15, 2024
Nebius Group NV purchased assets from oligarchs at a deep discount to become owners of the "new" Yandex. Value of NBIS is currently uncertain but...
467 Views
Didi Global Q224 Results: EBITA Margin Up | OpCF Still Strong | But Growth Slowed Noticeably
In this insight we review Q224 financial and operating performance of China's largest ridehailing firm, Didi Global. Despite slower top-line...
626 Views
EM Positioning After Russia’s Collapse
Russian overweight wiped out after initial phase of Russia drop. China underweight contracts on the back of natural portfolio adjustments.
349 Views
Russia: Echoes of the Past. Crimea Analysis and Positioning Update
Russia suffered a significant reallocation of capital during the Crimea Annexation of 2014. It took 2 years for sentiment to recover. This time...
350 Views