What's News in Amsterdam
Influential proxy advisors ISS and Glass Lewis have endorsed the proposed merger between AkzoNobel and Axalta, citing strong strategic...
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India’s Paints Sector: A Tale of Disruption and Transformation
​Organised paint sector capacity set to surge by 70% by FY26, but hyper-competition squeezing margins and market share in the near-term. Strong...
578 Views
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...
176 Views
RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization
In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to...
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Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Â Our...
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