Active GEM Funds: Positioning Chart Pack
In this chart pack, we highlight the key country, sector and stock exposures among active Emerging Markets equity funds.
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2025 High Conviction: Tencent Music Entertainment (TME) – Music as Promising Future
Our 2024 High Conviction, Meituan, has risen by 87% in one year. We believe the market ignores TME because of its flat revenue, but TME will...
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Pony AI IPO - Autonomous Valuation
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$195m in its US IPO. In this note, we talk about the IPO...
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ECM Weekly (18th Nov 2024) - SF Holdings, MNC, Swiggy, Sagility, Niva, GMM, Zinka, Kansai, Go Digit
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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HK Short Interest Weekly: Xpeng, Citic Sec, Anta Sports, HSBC, Mnso
We analyzed the latest HK SFC report for aggregate short position as of Nov 8th and highlight short interest changes in Xpeng, Citic Sec, Anta...
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