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Cross Asset Strategy
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23 Dec 2024 11:32
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
Angus Mackintosh
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51 Views
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bullish
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Thematic (Sector/Industry)
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23 Dec 2024 11:30
Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story
India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .
Nimish Maheshwari
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48 Views
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bearish
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Cross Asset Strategy
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23 Dec 2024 08:00
Equity Return Expectations Under An Alien Invasion
Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...
Cam Hui
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95 Views
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bullish
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Thematic (Sector/Industry)
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22 Dec 2024 07:30
APAC Healthcare Weekly (Dec 22)- Mesoblast, Celltrion, Peptidream, Astellas, Hansoh, Lupin
Mesoblast got FDA approval for its first drug, while Betta Pharma, Celltrion, and Lupin also received some major FDA approvals. Pharma companies...
Tina Banerjee
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234 Views
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bullish
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Thematic (Sector/Industry)
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21 Dec 2024 11:30
Global Oil Market 2025: US, OPEC+ and Much More..
Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...
Nimish Maheshwari
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366 Views
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