SENSEX Index Rebalance Preview: Sector Balance Could See Hindalco Replace Trent
Sector balance could result in Hindalco being added to the index and replacing Trent. Passives need to trade over 5x ADV/11x delivery volume in the...
254 Views
Aequitas: Bagmane REIT Pre-IPO - Strong Yield Visibility Supported by Embedded Rental Growth
Bagmane Prime Office Reit (BPOR) plans to raise around US$440m in its upcoming India IPO. In this note, we talk about the firm’s historical...
515 Views
Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)
The Indian government has cleared a key step in the implementation of Goods & Services tax (GST) as it ensured acceptance of GST bill by Upper...
395 Views
Bengaluru Tops by Offering 10%+ Yields for Office Property; Stable Market Ideal for Anchoring REITs
Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the...
386 Views
Raining Cats and Dogs - July 16
In our June newsletter, we had highlighted that uncertainty over Brexit vote and FOMC meet would induce stock market volatility, and the ensuing...
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