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,...
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Aequitas: Alibaba Placement - US$10bn Raising, Relatively Ok Size, Index Flows
Alibaba (9988 HK) 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
Replacing Russia: EMEA Stock Screening
We identify stocks in the EMEA region that are filling the void created by Russia's removal from financial markets in 2022.
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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...
477 Views