Anh HOANG

NSSK (日本産業推進機構), advised by BDA Partners, has agreed to sell its stake in #JapanEnergyComponents to Obara Group Incorporated, a Japan-based machine industry company. #power #energy #welding #bdapartners #theglobalinvestmentbankingadvisorforasia

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*Morning Market Update*: Gift Nifty 22826(-111)-0.49%(PE 21.74) Dow Jones 38853(-217)-0.55% Nikkei 38820(-36)-0.09% Hang Seng 18579(-242)-1.29% Shanghai 3110(+10)+0.31% Brent Crude $84.46 Gold $2358 $/Rs 83.18 FII+66cr DII+3232cr 10 Yr GSec 6.54-2034 YTM 7.0 *News & Views*: * US mkts closed mixed; Nasdaq crossed 17k led by Nvidia * Asian mkts trading mixed lacking conviction * Nifty: Support 22800 Resistance 23050 * LG Electronics India eyes IPO after Hyundai's move; no final decision yet * India & France to begin negotiations for Rafale Marine jet deal tmrw rafale #lgelectronics #Hyundai #technicalanalysis #Nasdaq #Nvidia #stockmarkets #Nifty #sensex

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Lumen Vietnam Fund – Back to Fundamentals: Outlook 2025 As 2025 approaches, Vietnam is solidifying its position as a prime investment destination for institutional and private investors. The "Lumen Vietnam Fund – Back to Fundamentals: Outlook 2025" webinar, hosted by Hubbis in partnership with AQUIS Capital, and featuring Mario Timpanaro and Nga Nguyen, will explore the forces shaping Vietnam’s economy and the opportunities it offers. This exclusive event will provide expert insights into Vietnam's economic fundamentals, key growth sectors, and long-term investment strategies. Secure your place for this webinar here: https://lnkd.in/gTR5SvgV Key Topics Include: 🔹Vietnam's Economic Landscape: Explore how demographic shifts, urbanization, and a rising consumer base are driving market dynamics. 🔹Opportunities for 2025: Identify high-growth sectors like manufacturing, green energy, and digitalization poised for significant returns. 🔹Lumen Vietnam Fund Strategy: Learn about the fund’s focus on ESG, value-driven investments, and identifying high-growth SMEs. 🔹Sector Insights: Delve into opportunities in technology, consumer goods, real estate, and renewable energy. Join us to uncover Vietnam’s investment potential for 2025 and beyond. #WealthManagement #Investing #Outlook #WealthSolutions #Vietnam #2025

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*Morning Market Update*: Gift Nifty 24667(-39)-0.16%(PE 23.39) Dow Jones 41198(+244)+0.59% Nikkei 40305(-793)-1.93% Hang Seng 17698(-41)-0.23% Shanghai 2938(-25)-0.84% Brent Crude $85.44 Gold $2460 $/Rs 83.58 FII+1271cr DII-529cr 10 Yr GSec 6.54-2034 YTM 6.97 *News & Views*: * Dow rises,Nasdaq falls 3% as rotation out of tech stocks continues * Asian mkts trading weak as fears of China tech curbs & tariff concerns * Nifty: Support 24300 Resistance 24700 * MFs expected to do heavy lifting in upcoming QIPs of PSU Banks * SEBI proposes new asset class between MFs & PMS with 10lac ticket size #mutualfunds #PMS #Sebi #psubanks #technicalanalysis #tariffs #nasdaq #stockmarkets #Nifty #sensex

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*Morning Market Update*: Gift Nifty 24458(+75)+0.33%(PE 23.14) Dow Jones 39754(+32)+0.08% Nikkei 41445(-779)-1.84% Hang Seng 18202(+270)+2.07% Shanghai 2974(+3)+0.11% Brent Crude $85.72 Gold $2408 $/Rs 83.56 FII-1137cr DII+1676cr 10 Yr GSec 6.54-2034 YTM 6.98 *News & Views*: * US mkts closed mixed; tech selloff led nasdaq lower by 2% * Asian mkts trading mixed; await Chinese trade data * Nifty: Support 24200 Resistance 22500 * TCS Q1 results meet estimates:NP rises 9% YoY; rs10 dividend declared * Oil rises on cooling US inflation, strong summer demand ##oilprices #inflation #tcs #tradedata #stockmarkets #Nifty #sensex

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*Morning Market Update*: Gift Nifty 24286(+13)+0.05%(PE 2) Dow Jones 44737(+440)+0.99% Nikkei 38198(-582)-1.5% Hang Seng 19222(+71)+0.37% Shanghai 3270(+6)+0.18% Brent Crude $72.94 Gold $2628 $/Rs 84.29 FII+9948cr DII-6908cr 10 Yr GSec 7.1-2034 YTM 6.88 *News & Views*: * US mkts at new highs as Bessent rally continues * Asian mkts trading mixed post Trump's tariff remarks against Mexico, Canada & China * Nifty: Support 24000 Resistance 24350 * Oil falls on potential deal to end Israel-Hezbollah conflict * Cabinet clears waiver of bank guarantee on pre-2022 spectrum deals #spectrum #oilprices #Isreal #hezbollah #technicalanalysis #tradetariff #Bessent #stockmarkets #Nifty #sensex

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*Morning Market Update*: Gift Nifty 25116(+67)+0.27%(PE 23.4) Dow Jones 40843(+99)+0.24% Nikkei 38094(-1008)-2.58% Hang Seng 17316(-29)-0.17% Shanghai 2942(+3)+0.09% Brent Crude $81.23 Gold $2441 $/Rs 83.72 FII -3462 cr DII + 3367 10 Yr GSec 6.54-2034 YTM 7.04 *News & Views*: * S&P 500, Nasdaq boosted by chip rally, Fed rate cut signals * Asian shares extend global rally, Nikkei an outlier as yen surges * Nifty: Support 24800 Resistance 25200 * ⁠Gold scales 2-week high as Fed nods to likely Sept rate cut * ⁠FY25 gold bond float target cut by 38% #goldbond #ratecut #technicalanalysis ##fedpolicy #stockmarkets #Nifty #sensex

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*Morning Market Update*: Gift Nifty 23805(+34)+0.14%(PE 2) Dow Jones 43297(+390)+0.91% Nikkei 39336(+206)+0.53% Hang Seng CLOSED Shanghai 3395(+2)+0.05% Brent Crude $73.84 Gold $2628 $/Rs 85.2 FII-2454cr DII+2819cr 10 Yr GSec 7.1-2034 YTM 6.81 *News & Views*: * US mkts lifts 1% on Christmas eve led by tech stocks * Asian mkts trading higher; several markets closed * Nifty: Support 23600 Resistance 23875 * Govt appoints Arunish Chawla as Revenue Secretary * Japan Airlines hit by cyberattack, causing some delays to its flights #japanairlines #cyberattack #technicalanalysis #techstocks #stockmarkets #Nifty #sensex

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is #Vietnam going to be a beneficiary as international companies continue to look beyond China for alternative manufacturing bases - learn it all in 60seconds from Milosz Papst. Vietnam Holding Ltd Dynam Capital Limited Craig Martin

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*Morning Market Update*: Gift Nifty 23022(-18)-0.08%(PE 21.88) Dow Jones 39070(+4)+0.01% Nikkei 38695(+49)+0.13% Hang Seng 18702(+93)+0.5% Shanghai 3093(+5)+0.15% Brent Crude $82.18 Gold $2339 $/Rs 83.09 FII-945cr DII+2320cr 10 Yr GSec 6.54-2034 YTM 7.0 *News & Views*: * US mkts closed higher; Nasdaq rallied led by Nvidia & other AI cos * Asian mkts trading positive; focus on China's PMI & India's GDP * Nifty: Support 22800 Resistance 23050 * Adani Ent, Adani Energy Solutions boards to approve $3.5-4bn fundraise * India's Q4 FY24 GDP likely to have grown at 6.1-6.7%:Economists #GDP #Adani #adanienergy #fundraise #PMI #Nvidia #artificialintelligence #stockmarkets #Nifty #sensex

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*Morning Market Update*: Gift Nifty 23929(-90)-0.37%(PE 22.1) Dow Jones 42342(+15)+0.04% Nikkei 38890(+76)+0.2% Hang Seng 19839(+87)+0.44% Shanghai 3382(+12)+0.36% Brent Crude $72.44 Gold $2597 $/Rs 85.07 FII-4225cr DII+3943cr 10 Yr GSec 7.1-2034 YTM 6.83 *News & Views*: * US mkts closed mixed; as recovery from sell-off loses steam * Asian mkts trading mixed; digest Japan's Inflation & awaits China's rate decision * Nifty: Support 23800 Resistance 24150 * Another year of IPO boom beckons after $19bn record * Trump-backed GOP funding plan fails in House as shutdown nears #Trump #shutdown #IPO ##technicalanalysis #inflation #ratecut #stockmarkets #Nifty #sensex

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Ata Second Equity Fund (AAV) return beats 95% of its local competitors in the last 5 years: Translated to USD, annualized return of 33% p.a. vs BIST100 TR of 19% p.a. Ata Equity Fund (AAV) continues to perform well. In May, our monthly return in Turkish Lira was 9,4% versus 3,5% in BIST-100 Total Return Index. Year-to-Date, our return is 53,9% in Turkish Lira vs 41,7% in BIST-100 Total Return. In the last 5 years, we rank in the top 5% of all local Turkish stock funds in the Bloomberg universe. Turkish stocks continue to perform well thanks to increasing confidence in new monetary policy which will help bring down inflation rate from as high as 75% to around 40% by year-end. We believe that increasing foreign inflows to Turkish bonds and stocks will continue to improve Turkish Central Bank’s reserves. Our Fund is well-diversified with 35-40 stocks with a tilt for quality growth stocks such as banks and holdings.   Thanks to recent stability in the Turkish Lira exchange rate, our performance in USD terms is stronger in the last 3-5 years than 12 years when Turkish markets went through various macro crises, causing Lira to devalue many times.   Annualized Returns in USD terms:   Last 3 years: Ata Equity Fund: 43,8% p.a. vs BIST-100 Total Return: 27,9% p.a., Alpha: 15,9% p.a. Last 5 years: Ata Equity Fund: 32,8% p.a. vs BIST-100 Total Return: 19,0% p.a., Alpha: 13,8% p.a. Since inception on 16 Nov 2012: Ata Equity Fund: 9,3% p.a. vs BIST-100 Total Return: 1,0% p.a., Alpha: 8,3% p.a.   Best regards from Istanbul, Mehmet Gerz Ata Asset Management: CEO & Fund Manager (AAV) [email protected]

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*Morning Market Update*: Gift Nifty 25925(-59)-0.23%(PE 24.1) Dow Jones 42208(+84)+0.20% Nikkei 38035(+94)+0.25% Hang Seng 19403(+402)+2.12% Shanghai 2926(+63)+2.16% Brent Crude $75.02 Gold $2661 $/Rs 83.59 FII - 2784 cr DII + 3868 cr 10 Yr GSec 6.54-2034 YTM 6.876 *News & Views*: * S&P 500, Dow close at new highs as mining stocks rise on China stimulus boost * ⁠Asian Markets : China fires 'bigger guns, but still no bazooka' * Nifty: Support 25600 Resistance 26000 * ⁠ China central bank cuts medium-term loan rate * ⁠India's basmati rice exports seen surging after floor price removed #basmatirice #ratecut #technicalanalysis #chinastimulus #stockmarkets #Nifty #sensex

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#Vietnam: In April, the Vietnamese Dong (VND) experienced a depreciation of around 2% against the USD, reaching a record high of VND 25,333 per USD. This depreciation was primarily driven by the strength of the USD, which surged due to continued inflationary pressures in the U.S. during April. The Federal Reserve's decision to postpone interest rate cuts further bolstered the USD, causing it to strengthen against most global currencies, including the Vietnamese Dong. According to Bloomberg data, many emerging market currencies saw sharp declines in April, with the Vietnamese Dong still outperforming many of its counterparts. The VN-Index briefly retreated to its 200-day moving average intra-month but rebounded swiftly, now trading above it again. This movement signals a positive technical outlook, suggesting strength and resilience in the current market conditions. Please read more in our April report: https://lnkd.in/ehp2yQ2W

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🚀 **Southeast Asia: A Hotspot for FDI in 2024!** 🌏 In 2023, ASEAN countries experienced a surge in FDI inflows, reaching $236 billion, fueled by the diversification trend away from China. Vietnam, a standout performer, attracted investments in technology, renewable energy, healthcare, and real estate. Notably, Vietnam saw a remarkable 38.6% increase in FDI in the first two months of 2024, with significant contributions from Singapore, Hong Kong, Japan, and China. Singapore is bolstering its digital economy and supply chain resilience by implementing measures like the Significant Interest and Review Board (SIRB) to ensure both security and economic growth. Meanwhile, Cambodia is leading FDI growth in the region, benefiting from economic diversification and the Regional Comprehensive Economic Partnership (RCEP). The strategic economic policies and cooperative initiatives in Southeast Asia are making it an appealing destination for US and Western private equity firms seeking sustainable growth opportunities. The region's growth showcases its potential and attractiveness for investors keen on exploring emerging markets. #FDI #SoutheastAsia #PrivateEquity #Vietnam #Singapore #Cambodia #Investment #GlobalEconomy #ChinaPlusOne #DigitalEconomy #RenewableEnergy #RealEstate #EconomicGrowth #ASEAN Read more: [Vietnam's 2024 FDI Landscape: Opportunities, Incentives, and Emerging Trends](https://lnkd.in/e53K8C-m)

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*Morning Market Update*: Gift Nifty 24385(+9)+0.04%(PE 23.14) Dow Jones 39345(-31)-0.08% Nikkei 41251(+471)+1.15% Hang Seng 17456(-69)-0.39% Shanghai 2911(-11)-0.38% Brent Crude $85.55 Gold $2363 $/Rs 83.5 FII+61cr DII+2861cr 10 Yr GSec 6.54-2034 YTM 6.99 *News & Views*: * US mkts closed mixed; chipmakers led nasdaq higher * Asian mkts trading positive tracking Wall Street * Nifty: Support 24200 Resistance 24400 * SEBI directive on uniform charges & its impact on brokerage rates * India added 2.5 times more jobs in FY24, highest since 1981-82: RBI data #jobsdata #Sebi #brokerage #technicalanalysis #chipmakers #stockmarkets #Nifty #sensex

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