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IN : Auto & Parts - Overall - Jun 2022 sales volume performance

MoM growth was led by CV makers, tractor makers (also seasonal) and Bajaj Auto which indicated higher semiconductor chip shortage last month. EV retail sales witnessed a 14% MoM recovery, after a MoM decline since Mar 2022, with recent E2W fire inci....
CGS-CIMB Pramod
Pramod Amthe @ CGS-CIMB 2 July 2022
Weekend Reading / United States of America

Abortion rights in Emerging Markets and what it means for ESG

We analyse data on abortion rights and incidence in emerging markets following the overturning of Roe v. Wade in the US. India and Taiwan are among the most liberal; Middle East generally most restrictive; wide variety in Africa, Asia, LatAm. The abo...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 2 July 2022
Abortion rights in Emerging Markets and what it means for ESG
Abortion rights in Emerging Markets and what it means for ESG

US : Strategy - ESG Strategy | Raymond James June ESG Monthly Review: SCOTUS Rulings & Regulatory Announcements in U.S. & EU Lead ESG News in June; ESG Top Picks - Add UNH, HIG, & ARW, Remove NVDA, CASH, & BMY

CGS-CIMB Tavis C.
Tavis C. McCourt @ CGS-CIMB 1 July 2022

CN : Property - Overall - Developers’ Jun sales likely rose 47% mom

Developers’ Jun 2022 sales likely jumped by 47% mom, much stronger than their c.10% guidance at our conference in mid-Jun. SOE developers’ sales were particularly strong (60-135% growth), while private quality developers (e.g. Longfor) also outperf....
CGS-CIMB Raymond
Raymond Cheng @ CGS-CIMB 1 July 2022

Sri Lanka's restructuring is off to a rocky start

Amid the ongoing market rout and a worsening economic crisis at home, Sri Lanka’s eurobonds have continued to plummet to below 33 cents on the dollar, excluding the 22s, 25s, 26s (more on this later). We maintain our Hold recommendation for Sri Lanka...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 1 July 2022
Sri Lanka's restructuring is off to a rocky start
Sri Lanka's restructuring is off to a rocky start

US : Finance Companies - Banking | Bank M&A Activity Slows in 2Q22 as Economic Uncertainty, Recession Fears Grow

CGS-CIMB David P.
David P. Feaster, Jr. @ CGS-CIMB 1 July 2022