National Stock Exchange IPO: Option To Cash Me If You Can, On The Bourses
National Stock Exchange is launching India IPO to raise nearly INR 12.6B. Though, the valuation seems slightly pricey, the intrinsic growth...
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Upgrading Europe to Overweight; Monitoring U.S. (S&P 500) For a Downgrade; Buy Gold Miners and More
Upgrading Europe to Overweight; Monitoring U.S. $SPX for a Downgrade to Market Weight. $ACWI and $SPX likely bottoming here at 200-day MAs. Bullish...
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Exchanges: Life Beyond Trading
In this report, we look at how global exchanges are positioning themselves to diversify revenue streams beyond the traditional Select exchanges in...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
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Anta Sports (2020 HK): Our View After Placement
With proceeds to be used for debt repayment, expansion in China and pursuing SE Asia markets, we should not overlook long-term benefits. News flow...
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