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...
180 Views
Aequitas: Manipal Health IPO - RHP Updates and Thoughts on Valuations
Manipal Health Enterprises (MHEL) is looking to raise up to US$960m in its upcoming India IPO. In this note, we talk about the recent updates and...
187 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
492 Views
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 IT Services: Medium-Term Outlook Unattractive as Growth Slows, on Premium Valuation Levels
In this insight, I take a longer-term view on the 4 largest companies in the Indian IT Services sector, analysing their recent financial...
328 Views