Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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ESR Cayman IPO: Move in at the Low-End
ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. It announced its IPO...
708 Views
Aussie Equities Month in Review (May 2019)
Australia was the best-performing developed market in May, due to surging iron ore prices and a market-friendly domestic election result. Sharply...
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ESR Cayman IPO - Richly Valued
ESR Cayman (ESR HK) aims to raise up to US$1.2bn in its planned Hong Kong listing. The company is backed by Warburg Pincus.In my earlier...
1k Views
ESR Cayman IPO: Valuation Insights
ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. ESR has delayed the...
787 Views