NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
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Aequitas: Aequs Ltd IPO Lockup Expiry - US$933m Lockup Release
Aequs Ltd raised about US$104m in its India IPO in Dec 2025. The lockup on its promoters and pre-IPO investors is set to expire soon.
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The Beat Ideas- Sirca Paints: A Premium Coating Company Widening Its Addressable Market
​Sirca Paints closes FY26 with strong revenue and EBITDA, manufacturing of mass premium brand will improve revenue while mainting margins.
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Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
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India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
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