Global MSCI Indexes at Multi-Year Highs; Global Energy Sector Deteriorating, Is Materials Next?
There are few things more bullish than Global MSCI Indexes at Multi-Year Highs $ACWI $ACWX $EFA $EEM; Buys in Tech $TSM; Global Energy Sector...
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GEMWeekly (17 May 2024): China, India, Malaysia Macro; NetEase, Kakao, Prosus, Naspers
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
452 Views
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
608 Views
Aequitas: Alibaba Placement - US$10bn Raising, Relatively Ok Size, Index Flows
Alibaba (9988 HK)Â is looking to raise around US$10bn to fund its AI spending. In this note, we talk about the deal dynamics.
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GEM Weekly (14 Apr 2023): Chinese Trade Data, South Korean Rates; Alibaba, Tencent, Prosus, Didi
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
483 Views