Smartkarma Originals
IPO Analytics: Cut Your Losses and Let Your Profits Run, Holds True for IPOs
Since inception of our IPO research in 2015, the Aequitas Research team has covered over 361 IPOs, which raised over US$100m each, across Asia...
1.7k Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
473 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
429 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
361 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
462 Views