GEM Weekly (28 Jan 2022): South Korea, Taiwan GDP; JD.com, Baidu, Tencent, Bharti Airtel
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
247 Views
Value Funds Move to Record Underweight in India
India moves to the largest underweight country holding among EM Value managers. Current underweight the highest on record.
200 Views
Paytm (One 97) - Large Anchor Book Expiry, Prior Listings Have Corrected a Few Days Ahead
Paytm raised around US$2.2bn in its IPO. In this note, we look at the upcoming anchor book lock-up expiry and how other IPOs have done around that...
228 Views
Bharti hikes tariff, other telcos likely to follow suit
The effective tariff hike of ~20% in prepaid plans is expected to contribute incremental revenue/EBITDA of INR103b/INR72b, thereby driving 13%...
167 Views
StubWorld: Jardine Cycle & Carriage Trading Wide; SingTel's Steepest Discount Ever?
I'd look to set up JCNC around these levels. And continue to recommend getting involved in SingTel either as a deep value play, and/or an...
411 Views