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bullish
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Macroeconomics
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23 Dec 2024 14:25
Here is what we told hedge funds this week – and how we’re trading it!
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
Steno Research
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139 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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175 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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163 Views
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bullish
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D-MARKET Elektronik Hizmetler ve Ticaret Anonim Sirketi
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22 Dec 2024 22:30
Analyzing the Regulatory Loophole in Kaspi's Acquisition of D-Market's Controlling Stake and Potential Outcomes
D-Market's controlling stake is being sold to Kaspi, acquiring Class A shares at $7.57 and Class B at $4.75.
Special Situation Investments
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278 Views
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bullish
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D-MARKET Elektronik Hizmetler ve Ticaret Anonim Sirketi
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22 Dec 2024 19:23
Strategic Transactions and Legal Developments: HEPS, ACC:OL, ABCP, BELFB, NWOR:L, EMBRAC, AVAP:L
D-Market Electronic Services & Trading's (HEPS) controlling stake is being sold to Kaspi, exploiting a regulatory loophole to avoid a mandatory...
Special Situation Investments
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200 Views
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