Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
Message
Follow
Location:
United Kingdom
Joined:
24 November 2023
112
Insights
42.9k
Views
75
Followers
Equities
•
Cross Asset Strategy
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Jafco Co Ltd
•
28 Oct 2024 05:45
Jafco- Recent Results Highlight the Upside Case Going Forward
Recent IPO exits show strong returns , highlighting value in their portfolio. Capital management improved with interim dividends and stock...
Rikki Malik
227 Views
Share
bullish
•
Cross Asset Strategy
•
27 Oct 2024 05:13
Overview #11 – China Follows Through While Japan Dithers and India Feeds the Ducks
A review of recent events/data impacting our investment themes and outlook. We look at the big kahunas in Asia - China, Japan and India
Rikki Malik
488 Views
Share
bullish
•
Thematic (Sector/Industry)
•
25 Oct 2024 07:31
Insurance Sector as a Leveraged Play on the Chinese Revival
Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...
Rikki Malik
249 Views
Share
bullish
•
Thematic (Sector/Industry)
•
20 Oct 2024 08:35
As Good as Gold – Take the Money and Run?
2024 has been a strong year for precious metals and associated equities, with gold up 32% YTD and gold miners up 39%. The question now is whether...
Rikki Malik
307 Views
Share
bullish
•
Cross Asset Strategy
•
17 Oct 2024 12:30
Ministry of Housing Press Conference – First Take
The next step on more detailed measures on stabilising the property market in China. Some big positives but disappointment likely for some
Rikki Malik
210 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.39.3
x