Aequitas - Zepto - The Negatives - Losses Will Continue
Zepto is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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HDFC Bank’s Downsizing Programme: Disturbing Lack of Humanity and Transparency
HDFC Bank (HDFCB IN), India’s largest bank by market capitalisation appears to be the first off the block in demanding resignations from permanent...
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Axis Bank: Hollowing Out the Crucial Role of the CRO
Axis Bank Ltd (AXSB IN) recently diminished the authority of its Chief Risk Officer (CRO) by taking corporate credit risk assessment away from him...
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Aequitas: ICICI Pru AMC Lockup Expiry - US$4.6bn Lockup Release for JV Partner
ICICI Prudential AMC (ICICIAMC IN) (IPAMC) raised around US$1.2bn in its India IPO in December 2025. The lockup on its promoters and pre-IPO...
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Global Equity Strategy U.S. Fed Cut, Now What?
With further consolidation likely for the broad indexes, we want to stick with areas of the market that have shown an ability to outperform despite...
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