Curator's Cut: 2026's Top Picks, Unpacking Meesho's IPO & Navigating Lock-Ups
This ​Curator's Cut issue highlights 2026's high conviction ideas, analyzes Meesho IPO risks/rewards, and tracks upcoming lock-up expiries on...
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ECM Weekly (10 November 2025) - Seres, Pony, WeRide, Joyson, DIY, Maynilad, Northsand, Softcare
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Oswal Pumps IPO - RHP Updates & Thoughts on Peer Comp and Valuation
Oswal Pumps is looking to raise about US$162m in its upcoming India IPO. We have looked at the company’s past performance in our previous notes. In...
557 Views
#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake
​India cuts tariffs on US imports to protect exports amid Trump's threats; Meesho plans $1B IPO, Temasek seeks CCI approval for Haldiram stake...
443 Views
India Channel Insight #33 | Shopee, Flipkart, Meesho, Swiggy
This insight focuses on private unicorns backed by Sea Ltd (SE US) , Walmart (WMT US) , Softbank Group (9984 JP) & Prosus NV (PROSY US)
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