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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The Narrative | Q2 FY22 | India Staples - Hindustan Unilever, Marico, Dabur, Britannia, Zydus Well
The edition focuses on key quotes from the earnings transcripts of Hindustan Unilever / Marico / Dabur / Britannia / Zydus Wellness
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
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The Narrative | Q1 FY22 | India Staples - BRIT, DABUR, HUVR, MRCO
For the narrative, we will be covering commentary from Britannia Industries (BRIT IN) / Dabur India Ltd (DABUR IN) / Hindustan Unilever (HUVR IN) /...
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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