Global Emerging Markets Weekly: 20 August 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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HSCEI Dividend Futures: Fair Value & Catalysts Point to Downside for 2022
We see around 6 points of downside on the HSCEI 2022 dividend futures from the last traded price. There are more negative catalysts for the 2022...
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ECM Weekly (8th August 2021) - Li Auto, Cloud Village, CarTrade, Kakao Bank, Bukalapak, Huitongda
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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ByteDance Pre-IPO: How Does It Fare Against Kuaishou as It Gets Closer to a Listing
We provide an update on ByteDance financials and operating data comparison with Kuaishou. With the US TikTok ban lifted, we think it is closer to a...
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China Equity Strategy: Tug of War, Policy Uncertainty and Plenty Liquidity
We remain sanguine on China equity market outlook in 2H 2021 given the earning growth and plenty liquidity, but would wait for more clarity on...
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