Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (9 May 2026)
​Discover 16 pair trade opportunities across four markets and nine sectors using statistical mean-reversion methodology for actionable insights.
308 Views
Axis Bank Results Leak: Round up the Usual Suspects -- Yet Again?
One has to hand it to Axis Bank Ltd (AXSB IN) for demonstrating such consistency. On December 27, the capital market regulator ordered the bank to...
642 Views
A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
344 Views
Aequitas: Bagmane Prime Office REIT IPO - Stable Growth, Limited Yield Upside
Bagmane Prime Office Reit (BPOR) plans to raise around US$360m in its India IPO, down from its earlier estimated size of US$440m. In this note, we...
285 Views
Demonetization Paradox: INR 45 Bn Cash In Corporate Coffers And Myriad Patterns Of SBN Disclosures
The paradox of cash crunch and cash deluge unravels when viewed through the prism of corporate Financial Statements. It relates to those fateful...
1.1k Views