In today’s briefing:
- #119 India Insight: Adani Wins ₹36k Cr Project, Jio Taps Starlink, JLR Halts Tata EV Plans.
- Japan Strategy Weekly | Markets Struggle Amid Economic Uncertainty
- The Stocks to Own in Thailand – Vol. 48
- China’s Home Appliance Exports Grow as Makers Eye Emerging, High-End Markets
- AUCTUS ON FRIDAY – 14/03/2025
- WTR Small-Cap Spotlight Recap PDAC 2025
#119 India Insight: Adani Wins ₹36k Cr Project, Jio Taps Starlink, JLR Halts Tata EV Plans.
- Adani Group wins Mumbai’s Rs. 36,000 crore Motilal Nagar redevelopment, promising holistic transformation of 143-acre colony with MHADA oversight.
- Jio teams up with Elon Musk’s SpaceX to bring Starlink satellite internet across India, boosting connectivity in remote regions.
- Jaguar Land Rover halts India EV production plans with Tata Motors due to cost concerns and slowing global electric vehicle demand.
Japan Strategy Weekly | Markets Struggle Amid Economic Uncertainty
- Economic Uncertainty & BOJ Policy Shift: Japan’s GDP growth slowed, consumer spending weakened, and the BOJ signaled tighter monetary policy, pushing bond yields to multi-year highs.
- Global Trade & Market Volatility: U.S. recession fears, yen appreciation, and renewed trade tensions, including Trump’s tariff threats, weighed on investor sentiment despite a late tech stock rebound.
- Advantest and Disco surged on AI and semiconductor demand, while Recruit fell due to U.S. hiring weakness, highlighting sector-specific growth and risks.
The Stocks to Own in Thailand – Vol. 48
- We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
- Portfolio changes: Six stocks remain, eight new join the fray
- Since inception, it has gained 91% versus the SET 100 Index’s return of 7%
China’s Home Appliance Exports Grow as Makers Eye Emerging, High-End Markets
- China-made home appliance exports have exceeded $100 billion for four straight years as manufacturers in the country have pushed into the high-end market as part of their global expansion efforts.
- Home appliance shipments from China rose 14.8% last year to $128.6 billion, according to an annual report released last month by the China Chamber of Commerce for Import and Export of Machinery and Electronic Products (CCCME).
- Zhou Nan, secretary-general of the CCCME’s home appliance branch, called the pace “incredible.
AUCTUS ON FRIDAY – 14/03/2025
- AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; Target price of £0.80 per share: Reserves increase showcases FY24 drilling success – YE24 2P and 3P reserves are estimated at 13.6 mmboe and 22.3 mmboe, respectively.
- This represents an increase of 15% and 25%, respectively vs. YE23.
- Adding back FY24 production of 1.3 mmboe, the 2024 activity program has added approximately 2.8 mmboe of 2P reserves and 5.3 mmboe of 3P reserves at Tapir (overall increase including all the company’s assets: +3.0 mmboe of 2P reserves and +5.7 mmboe of 3P reserves).
WTR Small-Cap Spotlight Recap PDAC 2025
- REEs in the spotlight. Among the hundreds of companies hosting booths and engaging with investors and capital providers, past PDAC conferences featured a small number of rare earth elements (REEs) resource developers.
- At the conference this year, the number of REE companies was noticeably higher, with many looking to develop resources in North America.
- With REEs being added to the critical metals and minerals list by both US and Canadian governments and with the REE deal being a cornerstone of US-Ukraine relationship, government attention and funding opportunities being available to industry participants should improve further.
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