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Markets

Research by theme

35 independent reports · 7 themes

The theme axis of our coverage. Seven sectors of independent research on the under-covered US small and mid-caps and Greater China names the terminals skip. Every theme is listed — even the ones we are still building out — because naming the gaps is the point.

Single-Name & Earnings0 reports

Company-specific theses and earnings on the under-covered names — the IR-adjacent coverage moat.

Macro5 reports

Rates, growth, inflation and policy read through their effect on the names we cover.

Cross-Asset30 reports

Themes that cut across equities, credit, FX and rates — where the dislocation lives.

Crypto0 reports

Digital-asset structure and the listed equities exposed to it, covered soberly.

Capital Markets0 reports

IPOs, listings, dual-listings and the plumbing that moves under-followed names.

Geopolitics0 reports

The policy, sanctions and delisting risk that reprices Greater China and cross-border names.

Commodities0 reports

Energy, metals and materials — the small/mid-cap producers the terminals skip.

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Octans Capital' independent research — every theme — as a structured, independent-only feed for platforms and distribution.

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