Shortlist of High-Conviction Ideas Across Japan, China & India – September 2026
Strong Sales Volume for Maruti Suzuki in the month of September'26 - 236,013 units vs 189,665 units (24% YoY); Similarly for Ashok Leyland its 28%...
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Automotive: Auto Output Stable; Await March Data - Overweight
Auto production in February 2026 continued to recover, rising 3.4% YoY, while domestic car sales declined 2.2% YoY following strong sales in January.
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Aequitas: Chery Auto IPO Lockup - US$8bn Pre-IPO Release
Chery Automobile raised around US$1.2bn in its Hong Kong IPO. The lockup on its pre-IPO investors is set to expire soon.
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Japan Morning Connection: Dull Tone to Start as Musk Squabble Overshadows Trump's Call with China
Markets initially rallied after Trump's call with Chinese Premier Xi but Musk's recent squabble with Trump caused some uncertainty.
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Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs
Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...
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