Information Technology - Demand Resilience
IT sector is expected to post resilient Q2 performance in context of the current macro environment. Tier-1 IT is expected to deliver sequential...
261 Views
Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Likely; One More Close to the Border
Potential ADD Hindalco Industries (HNDL IN) has moved into the top 21 by a narrow margin and that means at least one ADD/DEL is likely based on...
159 Views
Aequitas: Juniper Green Energy IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Juniper Green Energy is looking to raise about US$187m in its downsized India IPO. In this note, we talk about the RHP updates and implied...
180 Views
IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
412 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
492 Views