Primer: Page Industries (PAG IN) - Apr 2026
Market Leader with a Strong Brand Moat: Page Industries is the dominant player in the Indian premium innerwear and athleisure market, primarily...
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Raymond Lifestyle: A Value Play in Ethnic Wear with Special Situation Potential
​Raymond Lifestyle demerged from Raymond Limited, correction due to Index Fund selling created special value bet with strong management guidance...
1.3k Views
Aequitas: Lenskart Lockup Expiry - US$6.7bn Lockup Release with Everyone Well in the Money
This time around softbank is looking to raise around US$300m via selling some of its stake in Lenskart. The deal is being run by GS.
345 Views
Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support
​Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...
653 Views
Opportunity Within Europe and Japan; EURO STOXX 50 and TOPIX/Nikkei 225 Near Major Breakouts
Opportunity Within Europe and Japan $HEDJ $DXJ; EURO $STOXX 50 and $TOPIX/Nikkei 225 Near Major Breakouts. $ACWI above $116. Buys in Financials,...
535 Views