ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
665 Views
Indian Banks Screener: Bank of Baroda (BOB IN) Remains Stand Out Value
​Bank of Baroda is the top value pick from our Indian banks screens, while HDFC Bank is the high quality name. Axis Bank is worth watching, but we...
869 Views
NIFTY Family Index Rebalance: Flows at the Close Today + F&O Expiry
The rebalance of the NIFTY family of indices will be implemented at the close today. The round-trip trade is around US$1bn and volumes at the close...
831 Views
[Week 4] Namaste India 🙏 | HDFC Bank (HDFCB IN) | Asset Quality Concerns, but Why Now?
​Global market sentiments drove the markets down; concerns for HDFC Bank other names discussed are Delta Corp & Godrej Properties.
515 Views
Global Equity Managers Trim EM Underweight, but Remain Bearish
A growing number of Global Equity long-only funds are rotating back in, or moving to an overweight stance in Emerging Markets.
501 Views