Aequitas 2023 IPOs and Placements Performance Review - IPOs Forming a Low Base, Placements Pick Up
2023 was our eight year of covering Asia ECM. We ended 2023 with an accuracy rate of 73.7% across 57 IPOs that we covered and 79.3% across 115...
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Brilliance China (1114 HK): Driving Back Into Passive Portfolios
The stock is up 27% over the last 3 months and could be added to passive portfolios at the end of the month. There will be positioning on the stock...
1.7k Views
ETF Flows in Q1: Inflows for Taiwan, Outflows for China
Taiwan has taken in the largest inflows in Q1 while the largest outflows are in China. The switch from EEM to IEMG continues. Redemptions from EMXC...
580 Views
Pakistan Market: FTSE rebalancing related outflow; Opportunity or Threat
On Jul 03, 2024, FTSE Russell announced reclassification of Pakistan from Secondary Emerging to Frontier Market status with effect from Sep 23,...
134 Views
Reiterating Japan Overweight -- Add Exposure; Nikkei 225, TOPIX, TOPIX Small All Breaking Out
Reiterating Japan Overweight; $Nikkei 225, $TOPIX, TOPIX Small, $DXJ All Breaking Out with 2+ year RS uptrends intact on Nikkei and TOPIX. Still...
468 Views