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...
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# 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.
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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...
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# 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.
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Q224 DRAM, NAND Revenues Grow For The Fifth Quarter In a Row
Q224 DRAM $23.3 billion in Q224, +28.3% QoQ & +110.5% YoY. Q224 NAND $16.5 billion, +17% QoQ & +83% YoY. Multiple mounting tailwinds bode well for...
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