NIFTY Index Rebalance: Flows at the Close Today
The March rebalance for the NIFTY family of indices will be implemented at the close of trading today. There is a fair amount to trade on the adds,...
500 Views
Payment Companies – Thoughts on Screen Snapshots 1Q22
We favour Mastercard, PagSeguro and Getnet, adding Nexi which looks very oversold; we take Paytm off the sell list, but stay negative on DLocal due...
612 Views
Navi Technologies Pre-IPO - The Negatives - Still Very Much a Work-In-Progress
Navi Technologies (NT) aims to raise around US$500m in its India listing. NT was started by Sachin Bansal, co-founder of Flipkart which was sold to...
513 Views
Navi Technologies Pre-IPO - The Positives - Sold the First for US$20bn, Now Building One Without VCs
Navi Technologies (NT) aims to raise around US$500m in its India listing. NT was started by Sachin Bansal, co-founder of Flipkart which was sold to...
462 Views
GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
388 Views