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Recykal is an Indian cloud software company connecting the waste management ecosystem and is Asia’s largest circular economy marketplace for recyclables. The firm was founded in 2016 in Hyderabad, India and is expanding across Asia.

 

Research EM Leaders

EM Leaders is humbly relying on proprietary research that is contributing to its investment parameters. We require a long-term perspective and understand long-term reversion to mean, unless stocks are propelled by idiosyncratic factors such as innovation. We review valuations of individual markets and currencies and observe that currently, EM equities (proxied by the Hong Kong CAPE, red) are one standard deviation cheap, whereas US equities (dark blue) and the US dollar (dots) are still one standard deviation expensive. We also build a macro model that relies on eight categories, including political risk, which is guiding our country allocations.



Additional research has been presented at various conferences:

Click here to Download eml-beyond-2020 PDF
Click here to Download eml-stimulus-2020 PDF
Click here to Download eml-recovery-2020 PDF
Click here to Download eml-wave-2020 PDF
Click here to Download fratzscher-quandary-2020 PDF
Click here to Download eml-consensus_2020 PDF
Click here to Download eml-fed-2020 PDF
Click here to Download eml-china-2020 PDF
Click here to Download eml-repression-2020 PDF
Click here to Download eml-quovadis2020 PDF
Click here to Download eml-tradeoff-2020 PDF
Click here to Download eml-allocation-2020 PDF
Click here to Download eml-factors-2020 PDF
Click here to Download eml-curve-2020 PDF
Click here to Download eml-canada-2020 PDF
Click here to Download eml-intl-2020 PDF
Click here to Download eml-reportcard-2020 PDF
Click here to Download eml-biden-2020 PDF
Click here to Download eml-2021 PDF
Click here to Download eml-reflation-2021 PDF
Click here to Download eml-goldilocks-2021 PDF
Click here to Download eml-redswans-2021 PDF
Click here to Download eml-harvard-2021 PDF
Click here to Download eml-outlook-2022 PDF
Click here to Download eml-stagflation-2022 PDF
Click here to Download eml-zeitenwende-2022 PDF
Click here to Download eml-zero-2022 PDF
Click here to Download eml-view-2023 PDF
Click here to Download em-rapprochement PDF
Click here to Download em-turning PDF
Click here to Download emleaders_profile PDF
Click here to Download eml-2024 PDF
Click here to Download eml-asset-allocation PDF