Quiddity Leaderboard NIFTY Sep25: Reference Period About to End; Some Changes to Expectations
These are our final expectations for ADDs/DELs for the NIFTY index family for the September 2025 index review. The reference period ended on 31st...
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National Securities Depository Limited (NSDL) IPO - Peer Comparison and Thoughts on Valuation
NSDL (NSDL IN) is looking to raise around US$460m in its upcoming India IPO. In this note we undertake a peer comparison and talk about valuations.
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NIFTY NEXT50 Index Rebalance Preview: Potential Changes & Close Names
There should be 5 NIFTY100 changes leading to 4 NEXT50 changes. There are two other stocks close to add/delete ranks. Estimated one-way turnover is...
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HSIE Results Daily: ICICI Lombard General Insurance, ICICI Prudential Life, Bank of Maharashtra
ICICI Lombard General Insurance: ICICIGI reported in-line NEP growth at 14% YoY, although PAT witnessed a sharp jump (+29% YoY), ahead of our...
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India Insurance: Positioning for the Clarion Call
As policymakers target inclusive coverage (Insurance for All) over the next two decades, the US$53bn Indian insurance sector presents a compelling...
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