Health Insurance 1.0: Advantage SAHIs
We believe that the recent extension of “Use and File” for retail products is likely to reflate portfolio profitability by containing the...
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Health Insurance 1.0 - Advantage SAHIs
Within the INR1.3tn retail health insurance opportunity (by FY32E), standalone health insurers (SAHIs) are slated to grow faster than multiline...
282 Views
NIFTY MIDCAP150 Index Rebalance Preview: 15 Potential Changes in March
There could be 15 changes in March. Estimated one-way turnover is 9.8% and round-trip trade is INR 26.5bn. With over US$43bn tracking the index...
361 Views
AMFI Stock Reclassification Preview (Jun 2025): Active Flows Lead to Passive Flows
We currently forecast 44 migrations for the AMFI July reclassification. Some IPOs could be added to Large/Mid cap. The forecast upward migrations...
884 Views
AMFI Stock Reclassification Preview (Jun 2025): Plenty of Change With More Likely
We currently forecast 40 migrations for the AMFI July reclassification. There are 2 new listings that could be added to MidCap. The forecast upward...
880 Views