Long Bajaj Finserv (BJFIN IN) Vs. Short Bajaj Finance (BAF IN): Statistical Arb Spread Hits Trigger
Pair trade with a 6% target-return amid significant deviation of the price-ratio between Bajaj Finserv and Bajaj Finance. Opportunity for...
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Primer: Bajaj Finserv (BJFIN IN) - Sep 2025
Bajaj Finserv operates as a diversified financial services holding company with market-leading subsidiaries in lending (Bajaj Finance), and...
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Bajaj Finserv Acquires Full Control of Bajaj Allianz Life & General Insurance
​Bajaj Finserv gains full control of Bajaj Allianz Life and General Insurance, becoming a financial services powerhouse in India's insurance sector.
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Travel Food Services IPO - RHP Updates & Thoughts on Valuation
Travel Food Services (TFS) is looking to raise about US$233m in its India IPO. In this note, we will talk about the RHP updates and IPO valuations.
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NIFTY200 Momentum30 Index Rebalance: Huge Turnover and Flow in December
There are 19 changes for the index in Dec. Estimated one-way turnover is 64.6% resulting in a round-trip trade of INR 161.3bn (US$1.8bn). There are...
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