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Thematic (Sector/Industry)
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24 Aug 2024 14:23
GEMWeekly (23 Aug 2024): China Property Price War; Thailand, SK Macro; SEC, Tencent, JD, Reliance
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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204 Views
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bullish
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23 Aug 2024 19:28
# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans
Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.
Sudarshan Bhandari
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368 Views
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Cross Asset Strategy
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21 Aug 2024 11:17
Emerging Markets: Structural Shifts as Allocations Stabilise Among Global Funds.
Average EM weights of 7.05% sit near the lower end of the decade-long range. While active managers remain structurally underweight EM, this has...
Steven Holden
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216 Views
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Thematic (Sector/Industry)
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20 Aug 2024 18:37
How Many Chinese Growth Equity Names Are Growing at Double Digits?
More Chinese growth equity names growing at double digit than single and more are accelerating in growth in C2H24. Pessimism can turn into self...
Blue Lotus Research Institute
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186 Views
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bullish
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Thematic (Sector/Industry)
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20 Aug 2024 03:26
# 48 India Insight: Cabinet INR 33,700 Project, Adani Power Acquire Reliance Power, Hero Tax Notice
Indian government approves major infrastructure project, Adani Power eyes acquisition, Hero MotoCorp hit with tax notice.
Sudarshan Bhandari
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