India: Growth Ensures that the Market Is Not Too Expensive Despite Big 4yr Runup
Sensex trailing P/E of 24.04x is near 10yr mean of 23.93x, reflecting sustained EPS growth. Net FPI inflows hit a record USD10bn in Dec'23, when...
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NDA (Not BJP) Wins 3rd Consecutive Term; Economic Reform Will Still Gain
NDA led by PM Modi wins 3rd consecutive majority, but BJP falls short. Modi dependent on TDP and JD(U) MPs for support. Economic reform likely to...
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India: Real GDP to Accelerate to 8.5% Growth This FY from Last Year's 8.2%
RGDP grew 8.2% in FY24, led by 9% growth in GFCF. PCE, up just 4% in FY24, is set to rebound strongly in FY25, helped by La-Nina-driven strong...
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Dan Tennebaum - The Case for India at India Capital (EP.387)
Dan moved to India 25 years ago, transitioning from startups and venture capital to public markets, sharing insights on his journey and experiences...
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ECM Weekly (29th Apr 2024) - IDEA, Kokusai, J&T, Krafton, Horizon, Oceana, ChaPanda, 99 Speed, Afcon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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