In today’s briefing:
- GEMWeekly (4 Oct 2024): Chinese Property Stimulus; South Korea Macro; NIO, ByteDance, Airtel, SEC
- APAC Healthcare Weekly (Oct 6)-Strong Yen Impact, Sigma’s Remedial Measures, Mesoblast’s Fund Raise
GEMWeekly (4 Oct 2024): Chinese Property Stimulus; South Korea Macro; NIO, ByteDance, Airtel, SEC
- The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Chinese PMI data, South Korean trade and inflation data.
- Companies mentioned:NIO (9866 HK), ByteDance (1439927D CH), Bharti Airtel (BHARTI IN), Samsung Electronics (005930 KS)
APAC Healthcare Weekly (Oct 6)-Strong Yen Impact, Sigma’s Remedial Measures, Mesoblast’s Fund Raise
- China’s NMPA aims to redouble efforts to facilitate research and market registration of homegrown innovative drugs, while speeding up the introduction of novel foreign drugs to the domestic market.
- Since the BoJ interest rate hike in July, the Yen appreciated ~5% to ¥142.74. Considerable amount of appreciation may be dilutive on the overall performance of export-oriented healthcare industry.
- Sigma Healthcare (SIG AU) has offered remedial measure to alleviate preliminary anti-competition concerns raised by ACCC in relation to its proposed merger with CWG.
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