Xpeng Motors HK Listing - Will Probably Be Hot Given Strong Momentum but past Deal Didn’t Do Well
Xpeng Motors (XPEV US) is looking to raise about US$1.7bn via a listing in Hong Kong. We have the IPO and its previous deal. In this note, we will...
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EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
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Nanofilm (NANO): Don't Sell Yet, More to Come
Many reasons investors should be excited about Nanofilm: customers' stickiness in the tech sector as well as expanding Total Addressable Market for...
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Cashing in the Chips
The Pandemic, buyer hording and supply chain issues all contributed to a perfect storm that's causing a global shortage of computer chips. I take a...
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Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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