GST 2.0: Will India’s Biggest Tax Reset Spark a Consumption Boom or Drive Margin Expansion?
​India's GST Council cuts rates on essentials, simplifies tax structure to boost household demand and GDP growth, benefiting FMCG companies and...
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Axis Top Picks for the month of September 2025
Axis Top Picks Basket delivered a return of 16.2% in the last six months against the 10.4% returns posted by Nifty 50, outperforming the Nifty 50...
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Sai Life Sciences IPO Lockup - US$840m Lockup Release; TPG Asia up 5.8x with a 24.8% Stake
TPG Asia has launched an INR26.4bn (US$302m) cleanup block (14.7% stake) in Sai Life Sciences at a floor price of INR860/share, a 5.2% discount to...
759 Views
Vikram Solar IPO Trading - Robust Insti-Led Demand; Decent Anchor
Vikram Solar raised about US$238m in its India IPO. In this note, we will talk about the demand and the trading dynamics.
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Top Conviction Ideas - “Retail”
Premium vs. Value segment: While the premium, luxury, and value segments remain strong, some pockets of urban consumption and footwear continue to...
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