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China Largecap
Research on China largecaps
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bullish
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ESR Group
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04 Jul 2024 01:20
ESR Group (1821 HK): Consortium’s Expansion Talks Suggest Progress
The probability of an offer remains high, and the latest Bloomberg reports suggest progress towards a binding proposal. Our best guess is that an...
Arun George
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23 Views
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bullish
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Thematic (Sector/Industry)
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04 Jul 2024 00:19
#23 India Insight: Tata Hitachi Market Share, Patanjali Acquires Non-Food Business, ITC Exports
Tata Hitachi aims for growth against Chinese competition, Railways to boost local manufacturing, India's coal production up 14% in June.
Sudarshan Bhandari
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61 Views
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bearish
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Thematic (Sector/Industry)
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03 Jul 2024 21:07
SEBI’s New “True to Label” Circular: End of Zero Fee Era
SEBI's new directive on transparent charges could significantly affect Zerodha and Angel One's revenue, prompting market analysis on the rationale...
Nimish Maheshwari
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102 Views
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bullish
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Thematic (Sector/Industry)
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03 Jul 2024 20:10
Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
Daniel Tabbush
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63 Views
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bullish
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Cross Asset Strategy
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03 Jul 2024 13:34
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Syndicated
CX Daily: China’s Ultra-Long Bonds May Test PBOC’s Monetary Toolkit
Bonds / In Depth: China’s ultra-long bonds may test PBOC’s monetary toolkit After China’s Ministry of Finance kicked off this year’s 1 trillion...
Caixin Global
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