In today’s briefing:
- Ohayo Japan | Fourth Straight Drop
- Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In
- Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 4
- Monday Delight: 24/02/25
- #109 India Insight: Bain Capital To Buy Stake in Manappuram, India’s GCC Hits $1B, Bans Drug Exports
Ohayo Japan | Fourth Straight Drop
- US stocks closed mixed Tuesday as renewed tariff threats and potential China curbs pressured sentiment.
- The Nasdaq fell 1.3%, dragged by Nvidia (-2.8%) and Tesla (-8.4%)
- Toyota Motor will transition to a company with an Audit and Supervisory Committee, strengthening its corporate governance
Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In
- Wild ride for Kokusai Electric yesterday on US/China announcement, although the squeeze should continue.
- SMCI +25% in after market trading enough to finally get Nidec up?
- Yields down, Homebuilders up, but Tesla hammered after Musk’s clumsy foray into EU/UK politics.
Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 4
- Given the sharp decline in mid and small-cap Indian listed stocks, there has been a notable increase in insider buying activity in recent weeks.
- Following our mid-month insider-buying report from last week, number of buying transactions has increased further.
- This is Part-4 of the series, providing an update on insider-buying activity from just last week.
Monday Delight: 24/02/25
- Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
- Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.
- If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!
#109 India Insight: Bain Capital To Buy Stake in Manappuram, India’s GCC Hits $1B, Bans Drug Exports
- Bain Capital Specialty Finan (BCSF US) finalizes $1 billion deal to acquire a controlling stake in Manappuram Finance, India’s second-largest gold loan provider.
- India’s GCC sector sees rapid growth, with 24 centres crossing $1 billion in export revenue, contributing $43.6 billion.
- India bans production and export of drugs containing Tapentadol and Carisoprodol, citing unapproved combinations and regulatory concerns.
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