Local Pensions' Spot/Futures Arb on Samsung Electronics & 1P Discount Distortion
This post investigates local pensions' recent spot/futures arbitrage on Samsung Electronics, which resulted in a massive 1P discount distortion.
502 Views
India Channel Insight #41 | Haier, Samsung, Voltas
The Indian durables market is witnessing changing consumer behaviour aiding an optimistic outlook for FY23 along increasing competitive intensity...
584 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...
385 Views
Samsung C&T and Hyundai E&C: Two Main Beneficiaries of Neom (World's Biggest Construction Project)
Neom is the largest construction project in the world with total project size of nearly $500 billion. Hyundai E&C and Samsung C&T consortium...
1.1k Views
Asia: Global Investors Lose Faith
Global managers are at their lowest ever allocation in Asian equities. From a peak of over 17% in 2018, average exposure has fallen to just 12.94%.
405 Views