GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Indian IT Services: Medium-Term Outlook Unattractive as Growth Slows, on Premium Valuation Levels
In this insight, I take a longer-term view on the 4 largest companies in the Indian IT Services sector, analysing their recent financial...
328 Views
Aequitas: Indo-MIM IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Indo-MIM Ltd (IML) is looking to raise about US$395m in its India IPO, downsized from its earlier estimated size of US$750m. In this note, we talk...
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Value Funds Move to Record Underweight in India
India moves to the largest underweight country holding among EM Value managers. Current underweight the highest on record.
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Insider Activity: Who Bought Their Own Stock in June 2026 ?
While July is likely to be a weak month for insider buying due to the earnings season, notable transactions have been seen in companies such as...
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