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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
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Location:
United Kingdom
Joined:
24 November 2023
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bearish
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Cross Asset Strategy
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16 Dec 2024 06:04
2025 High Conviction Idea: The Case for a Rotation Out of India into Hong Kong - Part 1
Shift in allocation from Indian to Chinese markets is favored due to short/mid-term concerns, including slowing revenue growth and decelerating...
Rikki Malik
288 Views
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bullish
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Seatrium
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06 Dec 2024 06:31
Seatrium – Overhang Remains but Huge Option Value
Despite historical issues, the company's core business is strong with a growing order backlog, offering potential upside once overhang clears.
Rikki Malik
554 Views
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bullish
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Cross Asset Strategy
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04 Dec 2024 07:50
November Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
Rikki Malik
239 Views
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bullish
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Cross Asset Strategy
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01 Dec 2024 09:12
Overview #13 - The US Dollar Peaks, Japan Struggles While China Treads Water
A review of recent events/data impacting our investment themes and outlook. We look at the some recent trends in China, Japan and the USD
Rikki Malik
409 Views
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bullish
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Thematic (Sector/Industry)
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25 Nov 2024 08:35
Japanese Megabanks' Earnings Exceed Expectations - Stay on the Train?
Banks' strong earnings performance and focus on capital management drives positive stock price performance. Will it continue?
Rikki Malik
214 Views
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