ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Changes in Portfolio Weights: Calibrating the Weight of Nominal and Real Assets.
We increase the weight of Developed Market Equities but remain short/underweight. We lower the weight of gold, which remains overweight, and cash.
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From Lockdown to Liftoff? China’s Reopening and the Outlook for Emerging Equities (EEM)
Is the China reopening a buying opportunity for Chinese/EM equities? This research note provides you with 20+ charts covering Macro, Sentiment, and...
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Weekly Market Monitor Week 8 - Sticky Inflation, Moving Average Anxiety, and the Bond Yield Issue
Every week, the True Insights Weekly Market Monitor keeps you updated on the biggest developments driving financial markets. Not just good stories...
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TINA Has Left, Bond Yields Shine, and Cash Is King!
Taking a 1000 feet view shows a massive shift in (volatility-adjusted) yields from equities to bonds. But with central banks tightening...
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