ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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Internet of Things Will Change the World (Part 6) - Korea: The Li-Fi Revolution
Light Fidelity (Li-Fi) is an ultra high-speed wireless communication technology that uses LED lights to access Internet wirelessly at 50 to 100...
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Aequitas: Bagmane REIT Pre-IPO - Strong Yield Visibility Supported by Embedded Rental Growth
Bagmane Prime Office Reit (BPOR) plans to raise around US$440m in its upcoming India IPO. In this note, we talk about the firm’s historical...
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Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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Aequitas: Canara HSBC Life Insurance IPO Lockup - US$824m Lockup Expiry; Investors Well in The Money
Canara HSBC Life Insurance raised about US$284m in its India IPO in Oct 2025. The lockup on its promoters and the pre-IPO investor is set to expire...
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