USA: Record Underweight as Shift to Europe Accelerates
Global equity funds move to record underweight in US equities. Spread between US underweight and DM Europe overweight hits all-time high.
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CX Daily: Scandal-Ridden Chinese Soccer Gets in Foul Trouble Again
In Depth: Scandal-ridden Chinese soccer gets in foul trouble again. China grants authorities more powers to fight spies. Major Covid outbreak...
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Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries Value Chain
The nationalization of the lithium industry in Chile will likely have a long-term negative impact on the rechargeable batteries related companies...
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IMotion Automotive Technology Pre-IPO - The Negatives - But Profitability Still a Black Box
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the not-so...
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IMotion Automotive Technology Pre-IPO - The Positives - Strong Growth Ahead with Some Big Names
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the positive...
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