CSI300 Index Rebalance Preview (Dec 2021): Pullback Provides Entry Point
With 90% of the review period complete, we see 26 changes to the CSI300 at the Dec rebal. One-way turnover is 9.3% and the one-way trade is US$3bn....
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Byd (1211) Vs BYDE (285): Carry On
Long BYD and Short BYDE - the way to go for having a positive outlook in the NEV business while less positive in the handset business as the latter...
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CATL – Sodium-Ion Battery Development Highlights the Issues with Lithium
As we head towards the middle of this decade the prospect of supply crunches for battery grade lithium and nickel looking increasingly likely and...
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ECM Weekly (22nd August 2021) - Biel Crystal, EDDA, Neusoft Xikang and Medical, CATL, RLC REIT
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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