Equity Long-Short

Mo Aziz

Capital markets veteran with 25 years across sell-side and buy-side research, investor relations, and fund management. Currently publish independent equity research (Mofferies Investment Research, via Smartkarma) spanning semiconductor memory (DRAM/NAND/HBM), foundry, semiconductor equipment and advanced packaging, gold and cross-asset strategy, financials forensics, and APAC IPOs — with a standing watchlist of 190+ companies across 41 countries. Background includes deep aviation-sector expertise (airlines, airports, OEMs, lessors, air cargo, travel/OTAs). Approach centers on identifying cyclical inflection points and mispriced risk across sectors, translated into explicit, actionable calls.

Cross Asset Strategy

iEdge Singapore Next 50 Index (SGN50N INDEX)

<ul>
<li>The Next 50 is undergoing early-stage re-rating driven by liquidity and visibility, reflecting a market in discovery rather than maturity. </li>
<li>Liquidity has improved but remains concentrated, highlighting a gap between tradability and true institutional investability across the index. </li>
<li>The index is evolving into a pipeline for future blue chips, offering exposure to a meaningful slice of Singapore's mid-cap universe with structural tailwinds from index inclusion, but where stock-specific dynamics still continue to drive returns and dispersion to date.</li>
</ul>


The Next 50 is undergoing early-stage re-rating driven by liquidity and visibility, reflecting a market in discovery rather than maturity. 
Liquidity has improved but remains concentrated, highlighting a gap between tradability and true institutional investability across the index. 
The index is evolving into a pipeline for future blue chips, offering exposure to a meaningful slice of Singapore's mid-cap universe with structural tailwinds from index inclusion, but where stock-specific dynamics still continue to drive returns and dispersion to date.


The iEdge Singapore Next 50: From Index Creation to Investability