Foreign Investors in HDFC Apply Their Minds, Nearly Give Chairman the Boot
It was a seismic event for corporate India. Deepak S Parekh, the doyen of private financial capital, a close confidant of corporate chieftains, the...
914 Views
Aequitas: SBI Funds Management Pre-IPO -Parent’s Network Helps but Some Fees Are Very Low
SBI Funds Management is looking to raise about US$1.5bn in its upcoming India IPO. In this note, we talk about the company's past performance.
222 Views
ICICI Prudential AMC - Reasonably Priced for the Longer Term.
Ipru AMC is up 28% since listing and now trades at a 10-12% premium vs closest peers Nippon and HDFC AMC. After a flattish QoQ performance impacted...
572 Views
Aequitas: Manipal Hospitals Pre-IPO - The Negatives - Growth Mostly Via Acquisitons
Manipal Health Enterprises (MHEL) is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the not-so-positive...
312 Views