Global Emerging Markets: Reporting Season Summary, 3Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales- and EPS growth, size and percentage of positive...
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India: Value/Growth Divide Hits New Peak Among GEM Funds.
The difference in Indian exposures between Value and Aggressive Growth managers hits record wides of +10.5%. Value managers go max underweight,...
516 Views
Indian Financials: Momentum Returns to Key Overweight
Exposure in Indian Financials has reached peak levels among Asia Ex-Japan managers. A key overweight, 77% of Asia Ex-Japan managers are now...
333 Views
Aequitas: SBI Funds Management IPO Trading - Couldn’t Have Asked for a Better Market Reopening
SBI Funds Management raised about US$1.2bn in its upcoming India IPO. In this note, we talk about the overall demand and trading dynamics.
147 Views
Aequitas: Jio Platforms Pre-IPO - The Negatives - Lower ARPU, Related Party
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the...
142 Views