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...
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
Five Vedanta's, One Big Question: Where Does the Debt Land?
​Four Vedanta entities successfully listed on NSE and BSE after NCLT approval, marking India's largest conglomerate breakup and unlocking sector...
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