IGI IPO Lockup - US$900m Release with PE on 4x+ Gains
IGI (India) Limited (IGIL IN) (IGII) raised around US$500m in its India IPO in December 2024. The lockup on its PE shareholders is set to expire soon.
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Platinum’s Year End Bull Run? // La Niña Update
Platinum continues to look strong, as does copper. Platinum tends to deliver above average returns during December and February, according to...
228 Views
Macro Monthly (December): Seasonal Strength, Vol Selling Edges and a Notable Nifty Setup
December’s uneven but historically positive pattern sets the backdrop, with several markets offering strong vol selling edges and Nifty presenting...
284 Views
Global FX Volatility Outlook 2026
Mira and the macro crew provided a positive outlook on carry and risk for the first half of 2026, predicting contained FX vols, low central bank...
386 Views
A Global Portfolio Inflation-Stagflation Hedge: Gold and NK Index Volatility
​Gold's outlook is reinforced by dovish Fed, de-dollarization trends, central bank demand. Nikkei vulnerability in tech sector risk and...
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