Index Rebalance & ETF Flow Recap: ASX, KS200, KQ150, HSIII, STTF, L&F, Costa Group, Japan, Bud APAC
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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GEMWeekly (19 Jan 2024): China Macro; Baidu, Tencent, ByteDance
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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Hong Kong Buybacks Weekly (Jan 19th): Tencent, Meituan, Aia
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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MIXUE Group Pre-IPO - The Negatives - Declining GMV Share
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Naspers (NPN) X Prosus (PRX) Pairs Trade Opportunity as Naspers Comes Under Pressure
Naspers has underperformed Prosus since the start of the year, presenting an opportunity to put on a pairs trade. We expect a structural shift in...
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