GEM Active Funds: EMEA Moves to Underweight, Allocations Drop to All-Time Lows.
After the demise of Russia, active EM managers are positioned at their lowest ever levels in the EMEA region, moving from a multi-year overweight...
320 Views
GEM Weekly (9 Sep 2022): China FX, Inflation, South Africa GDP; Tencent, Prosus, Naspers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
331 Views
Prosus: 30% Discount Seems About Right
In this insight, we analyse Prosus/Naspers’ share repurchases over the past 2 months and how these relate to holding company discounts and share...
310 Views
ECM Weekly (3rd Jul 2022) - Tianqi, Thai Life, Prosus/Naspers, Tencent, SEA, Soosan, SoCar, Carsales
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
525 Views
GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
384 Views