Aequitas 2023 IPOs and Placements Performance Review - IPOs Forming a Low Base, Placements Pick Up
2023 was our eight year of covering Asia ECM. We ended 2023 with an accuracy rate of 73.7% across 57 IPOs that we covered and 79.3% across 115...
468 Views
Brilliance China (1114 HK): Driving Back Into Passive Portfolios
The stock is up 27% over the last 3 months and could be added to passive portfolios at the end of the month. There will be positioning on the stock...
1.5k Views
Pakistan Market: FTSE rebalancing related outflow; Opportunity or Threat
On Jul 03, 2024, FTSE Russell announced reclassification of Pakistan from Secondary Emerging to Frontier Market status with effect from Sep 23,...
39 Views
Reiterating Japan Overweight -- Add Exposure; Nikkei 225, TOPIX, TOPIX Small All Breaking Out
Reiterating Japan Overweight; $Nikkei 225, $TOPIX, TOPIX Small, $DXJ All Breaking Out with 2+ year RS uptrends intact on Nikkei and TOPIX. Still...
366 Views
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
389 Views