Axis Top Picks for the month of December 2025
Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25.
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Meesho Ltd Pre-IPO - Mass-Market Player Scaling on Low-Cost, High-Frequency Commerce
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
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NIFTY Index Earning Revision (Nov): Eternal, Hindalco Industries, Mahindra & Mahindra
We analyzed NIFTY's consensus for Nov 2025 and highlighted changes of EPS in Eternal (ETERNAL IN), Hindalco Industries (HNDL IN), Mahindra &...
430 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (1 Dec)
​Statistical methodology identifies twelve pair trade opportunities across four markets and five sectors, offering unique insights into relative...
363 Views
Asian Equities: A Correction, Not a Bear Market; Rates Still Falling and Earnings Are Catching Up
Markets bottomed out over 20-24 Nov. Since then S&P500 is up 5.2%, HSI is up 3.2% & KOSPI is up 4.2%. Predictably, the USD (DXY) is down c1%. The...
562 Views