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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Meesho Ltd IPO - Value-Led Play, Moderately Priced
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s implied valuations in the...
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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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NIFTY200 Momentum30 Index Rebalance Preview: 64% One-Way Turnover & US$1.8bn Trade
We forecast 19 changes for the index in Dec. One-way turnover is estimated at 64.2% resulting in a round-trip trade of INR 163bn (US$1.8bn). The...
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