IRF

Welcome on board to Donovan Jones and the 'US IPO Research' service. Donovan is a financial researcher specializing in IPOs and public software companies. He researches the latest U.S. IPOs and provides proprietary analysis to readers and investors alike. He has 25 years experience in financial research, financial services, business development and online publishing related to high growth businesses. For an introduction email edward@irf.uk To register go to: https://lnkd.in/dwU8c6m #Research #US #IPOs

There are a few spaces left to join our call with Macrolens this week... "China 2025: Stimulus Meets Debt-Deflation and Global Headwinds" Thu 07 Nov 2024 - 15:00 GMT / 10:00 EST With guest speaker Brian McCarthy, Managing Principal. From 2011- 2018, Brian served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund. He is a regular traveller to China where he has met with hundreds of individuals in all walks of financial life. The experience has left him with a bearish bent towards financial risks in China. Topics Covered *China stimulus: less than meets the eye *U.S. election ramifications for China *China 2025 outlook: no escape from debt-deflation To join the call email: edward@irf.uk Macrolens apply a classically-grounded lens to reams of information - news, blogs, and primary sources – to generate low-cost / high-value insights on the state of the macroeconomy and direction of global markets. To register with IRF go to: https://lnkd.in/dwU8c6m #Macro #Fundamental #Policy #China

It's not too late to join our call with Westbourne Research... "India: Why now, is it hype, a bubble?" Wed 06 Nov 2024 - 15:00 GMT / 10:00 EST with speaker Sharmila Whelan Sharmila is a seasoned Global Geopolitical-Macro Strategist with nearly three decades of experience advising buy-side clients on multi-asset investment strategies and asset allocations. Topics Covered: *How to play India tactically and strategically? *Why the economy is still in the early stages of a business cycle upswing? *Why India is the best structural growth story in emerging markets? *How the post the twin-debt crisis reforms have permanently changed the way India competes and does business? *And how India stands to benefit from geopolitical cross-currents? Westbourne Research is a global macroeconomic, geopolitical and policy forecasting and strategic advisory consultancy. Located in London, UK and serving clients globally. Their knowledge is deep, spanning all asset classes and key industrial sectors with a global perspective. Their presence is expansive, with 30 years analysing and working in developed and emerging markets. To join the call email: edward@irf.uk To register with IRF go online to: https://lnkd.in/dwU8c6m #Macro #Geopolitics #Policy #Global

Great to host a successful IRF Lunch with PRC Macro on China Stimulus and Strategic Reflation Opportunities for Q4 and Beyond... The unambiguous message from this Politburo meeting is that 'growth first' has returned as the Party’s top priority. Early meeting shows urgency to restore market confidence, opening near-term prospects. Expect significant bank recapitalisation and new Central Government Bonds (CGB) for economic stabilisation. The Politburo is committed to reversing the decline in property prices and boosting sales. Supply controls may lead to credit defaults, but offer long-term gains as the market stabilises. China reflation will be one of the most important global macro trades for 2025. Despite buoyed sentiment on growth and reflation in Q4 and early next year, PRC see potential weakening to renewable investment and China's steel exports could become the largest downside risks base metal demand in 2025. Many thanks go to our guest speakers William Hess and Song Gao of PRC Macro. For an introduction email: edward@irf.uk More information is available by registering online: https://lnkd.in/dwU8c6m #Macro #Politics #China

It's great to have MedMine on board as an IRF Provider! Looking forward to finding you clients Dale Shivnarain. For an introduction to MedMine register online: https://lnkd.in/dwU8c6m or email edward@irf.uk #IRF #Provider

Join our Best Equity Short Ideas Conference Call today (31st October). In Partnership with Stephen Clapham of Behind the Balance Sheet for Forensic Accounting Training. Presenters include: Thomas Chanos of Badger Consultants, Aaron Fletcher of Bios Research LLC, Zach Shannon of Corto Capital Advisors, Jules Hull of Dragoneye Research, Josef Schmalfuss of Oxford Data Plan, John Zolidis of Quo Vadis Capital, Inc. and Andrew O'Flaherty of Fighting Financials. 15:00 GMT / 11:00 EDT on 31 Oct. Contact Alexis Vatistas, CFA: alexis@irf.uk to register your interest. #Equity #ShortIdeas #Conference

Join our Best Equity Short Ideas Conference Call today (31st October). In Partnership with Stephen Clapham of Behind the Balance Sheet for Forensic Accounting Training. Presenters include: Thomas Chanos of Badger Consultants, Aaron Fletcher of Bios Research LLC, Zach Shannon of Corto Capital Advisors, Jules Hull of Dragoneye Research, Josef Schmalfuss of Oxford Data Plan, John Zolidis of Quo Vadis Capital, Inc. and Andrew O'Flaherty of Fighting Financials. 15:00 GMT / 11:00 EDT on 31 Oct. Contact Alexis Vatistas, CFA: alexis@irf.uk to register your interest. #Equity #ShortIdeas #Conference

Welcome on board to Kolytics! We are very much looking forward to working with you Hemant Kotak and team. To register with IRF go to: https://lnkd.in/dwU8c6m

Excellent to have Influidence up on the IRF platform! Looking forward to working with you Marie Boyé. To register with IRF go to: https://lnkd.in/dwU8c6m

Join our Best Equity Short Ideas Conference today (31st October)... Presenters include: Thomas Chanos of Badger Consultants, Aaron Fletcher of Bios Research, Zach Shannon of Corto Capital Advisors, Jules Hull of Dragoneye Research, Josef Schmalfuss of Oxford DataPlan, John Zolidis of Quo Vadis Capital and Andrew O'Flaherty of Fighting Financials. 15:00 BST / 11:00 EDT on 31 Oct. Contact alexis@irf.uk to register your interest. #Equity #ShortIdeas #Conference