Nebius Group N V (NBIS) - Friday, Nov 15, 2024
Nebius Group NV purchased assets from oligarchs at a deep discount to become owners of the "new" Yandex. Value of NBIS is currently uncertain but...
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Didi Global Q224 Results: EBITA Margin Up | OpCF Still Strong | But Growth Slowed Noticeably
In this insight we review Q224 financial and operating performance of China's largest ridehailing firm, Didi Global. Despite slower top-line...
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EM Positioning After Russia’s Collapse
Russian overweight wiped out after initial phase of Russia drop. China underweight contracts on the back of natural portfolio adjustments.
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Russia: Echoes of the Past. Crimea Analysis and Positioning Update
Russia suffered a significant reallocation of capital during the Crimea Annexation of 2014. It took 2 years for sentiment to recover. This time...
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Screening for GEMs: February 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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