Primer: Life Insurance of India (LICI IN) - Sep 2025
Dominant Market Leader with Strong Brand Equity: Life Insurance Corporation of India (LIC) is the largest life insurer in India, holding a...
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Meesho Ltd IPO - Value-Led Play, Moderately Priced
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s implied valuations in the...
328 Views
Smartkarma Originals
APAC Insurers Series (#2): AIA or Prudential?
Pru’s recent correction offers investors an opportune window to buy into its premium franchise (vs. AIA), although both stocks provide investors...
925 Views
Who Will Now Fund Adani Enterprises’ Liquidity Gap?
Given the current political situation it is unlikely that the government banks will take a decision on their own to extend further short-term...
961 Views
Adani Enterprises US$2.4bn FPO - Updates, Pricing, Structure, Anchor and Some More
Adani Enterprises is looking to raise INR200bn (US$2.4bn) via a further public offering (FPO). We have covered most of the details in our prior...
821 Views