India: Record Exposure Gives Rise to Caution
Despite record MSCI India highs, valuations keep India as a significant underweight for active EM managers. Underweights client to -2.44% versus...
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Aequitas: Knowledge Realty Trust IPO Lockup Expiry - US$4bn+ Lockup Release
Blackstone is offering to sell part of its stake in KRT, up to 25.03% for ~INR119.88bn (~US$1.26bn), at a floor price of INR108/unit. The deal...
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Aequitas: Amagi Media Labs IPO Lockup Expiry - US$760m Release; Pre-IPO Investors Well in The Money
A group of investors, including Trudy Holdings, AVP I Fund, and Accel India, have launched a INR6bn (US$63m) selldown, together selling 10.9m...
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Postcard from Uttarakhand | The Landslide Edition
India's tourism infrastructure challenges, life-changing trip despite setbacks like landslides. It fostered personal growth, analytical skills,...
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Aequitas: NSE Pre-IPO - Thoughts on Valuations
National Stock Exchange (NSEIN IN) is looking to raise upto US$2.5bn in its India IPO. In this note, we talk about valuations.
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