StubWorld: SingTel Plumbs Multi-Year Low
Singtel (ST SP)'s implied stub, net of all listcos, is currently around the lowest level outside of the global financial crisis.
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GEMWeekly (28 Jun 2024): Sluggish Chinese Consumer, China Macro; Jd.com, Bharti Airtel, Tencent
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
328 Views
India: Record Exposure Gives Rise to Caution
Despite record MSCI India highs, valuations keep India as a significant underweight for active EM managers. Underweights client to -2.44% versus...
183 Views
#15 India Insight: SBI Fund Raise, 15.4 GW Coal Power, Trade with Europe
India plans to increase coal power capacity, build a new port for trade with Europe, and raise funds for growth by 2025.
385 Views
NIFTY200 Momentum30 Index Rebalance: 13 Changes, 42% Turnover, Momentum Recovers After Selloff
There are 13 changes for the Nifty200 Momentum 30 Index. Estimated one-way turnover is 42.3% resulting in a one-way trade of INR 32bn. The adds...
375 Views