GEM Weekly (17 Feb 2023): Chinese Loan Growth, Indian Inflation; Alibaba, POSCO Chemical, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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CATL GDR Listing Early Look - Past Deals Have Done Well. Valuations Somewhat Justifiable
CATL (A) (300750 CH) is looking to raise up to US$6bn in its upcoming Swiss GDR listing. Bookrunners on the deal are CICC, China Securities,...
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KRX New Deal Index Rebalance Preview: Some Big Impact Names
There are some high impact changes expected at the March rebalance of the New Deal indices mainly from changes to the top 3 stocks in the Battery...
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VinFast IPO Preview - Too Big to Fail In Vietnam
We are cautious on the IPO of VinFast. Timing is awful and investors have slashed share prices of the company's comps in the past year.
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KODEX Battery Rebalancing Results Out: From Today to Next Tuesday
This post details the rebalancing results and resulting passive impacts of the KODEX Secondary Battery ETF, which runs from today to next Tuesday.
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