Credit Rating Agency Stocks Most Impacted by SEBI Regulation of ESG Ratings in India
The potential impacts of SEBI's proposed framework for regulating ESG ratings are unclear at this stage, but a few things (related to conflicts of...
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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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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.
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Value Funds Move to Record Underweight in India
India moves to the largest underweight country holding among EM Value managers. Current underweight the highest on record.
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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