Aequitas: NSE IPO -Index Flows Won’t Help in the near Term but Will Pickup Later
National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO. In this note, we talk about the index flows or...
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MS-India Index Earning Revision (Aug): Hindalco Industries, Adani Enterprises, Grasim Industries
We analyzed MS-India's consensus for Aug 2026 and highlighted changes of EPS in Hindalco Industries (HNDL IN), Adani Enterprises (ADE/S IN), Grasim...
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NIFTY Index Earning Revision (Aug): Hindalco Industries, Tata Steel, Tata Motors Passenger Vehicles
We analyzed NIFTY's consensus for Aug 2026 and highlighted changes of EPS in Hindalco Industries (HNDL IN), Tata Steel (TATA IN), Tata Motors...
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Aequitas: Knowledge Realty Trust IPO Lockup Expiry - US$4bn+ Lockup Release
Blackstone is offering to sell part of its stake in KRT, up to 25.03% for ~INR119.88bn (~US$1.26bn), at a floor price of INR108/unit. The deal...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (31 Aug 2026)
​Discover six pair trade opportunities across four markets and four sectors using statistical mean-reversion methodology for actionable insights.
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