BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⢠NIKKEI/MXAP: Long...
282 Views
India: Three IPOs from Government Owned Companies in March, Stay Clear or Should You Look at Them?
Three IPOs of Govt of India owned companies almost at the same time is an unprecedented event. But, Bharat Dynamics Ltd (7560284Z IN), Hindustan...
496 Views
Aequitas: Groww Ltd IPO Lockup Expiry - US$10.4bn Lockup Release with PE Owners Well in The Money
A bunch of pre-IPO investors have launched a ~US$500m placement amounting to 4.3% of Groww's shares right on the day of lockup expiry. Hence, the...
273 Views
India: BUDGET Is Populist, But Thankfully Much More in Words and Less in Action - The First Read
People expecting BIG BANG announcements in BUDGET will be disappointedThe FY19 Budget is a political budget but that is a given when you have...
315 Views
India: Contradictory Signals from Prime Minister and Finance Minister On "Populism" In FY19 Budget
Next Week is Budget Week in India and investors are wondering if it will be a populist budget this time or the Modi Govt will continue to remain...
283 Views