Value Funds Move to Record Underweight in India
India moves to the largest underweight country holding among EM Value managers. Current underweight the highest on record.
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Germany: Scholz-Led Traffic-Light Coalition to Redefine Left-Wing Pragmatism
The new coalition will borrow in 2022, & invest in a green, digital transformation over the next 5 years. Germany's large current account surplus...
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Aequitas: Jio Platforms Pre-IPO - The Negatives - Lower ARPU, Related Party
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the...
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Aequitas: Jio Platforms Pre-IPO - The Positives - The Long Planned Disruption
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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