Portfolios Built Based on Innovation Score by Datamining Technical Publications
We publish a small cap, midcap and large cap portfolio each comprising of twenty stocks, built entirely based on innovations scores by datamining...
612 Views
Aequitas: Meesho Ltd IPO Lockup Expiry - US$5.7bn Lockup Release with PE Investors Well in The Money
A group of investors (Elevation Capital and Peak XV) have launched an INR19bn (US$199m) selldown at a floor price of INR182.08/share, a 5% discount...
166 Views
Indian IT Services: Weakening Revenue Dynamics, and Above-Fair Valuation Levels, Keep Us Side-Lined
In this insight, we take a longer-term view on the 4 largest Indian IT Services companies, analysing recent financial performance, growth outlook,...
383 Views
GEM Weekly (21 Oct 2022): Indonesian Interest Rates; Kakao, Naver, Ant Group, Tencent, MTN, Infosys
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
407 Views
Asia Ex-Japan: Tech to Financials Rotation
Asia Ex-Japan funds are in the midst of a major rotation out of Technology and Communication Services stocks and in to Financials and Consumer...
599 Views