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Propitious Research
Independent, Fundamental Quantitative Research
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South Africa
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 09:00
GEMWeekly (19 Jul 2024): China’s Third Plenum; India, Malaysia Macro; Kakao, Samsung Electronics
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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115 Views
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bullish
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Thematic (Sector/Industry)
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15 Jul 2024 09:00
GEMWeekly (12 Jul 2024): Driverless Robotaxis in Shanghai; China Macro; Baidu, Samsung Electronics
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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211 Views
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bullish
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Thematic (Sector/Industry)
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08 Jul 2024 09:00
GEMWeekly (5 Jul 2024): EU Tariffs on Chinese Online Goods; China Macro; Samsung, Reliance, PDD
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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180 Views
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bullish
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Quantitative Analysis
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04 Jul 2024 15:14
Global Emerging Markets: Reporting Season Summary, 2Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
Wium Malan, CFA
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193 Views
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bullish
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Thematic (Sector/Industry)
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29 Jun 2024 19:51
GEMWeekly (28 Jun 2024): Sluggish Chinese Consumer, China Macro; Jd.com, Bharti Airtel, Tencent
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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328 Views
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