Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014. Inflation continued to be driven mainly by a significant rise in food prices, especially vegetables.Food prices increased 7.8% y-o-y in June 2016 compared to a 7.5% y-o-y rise in May 2016. The percentage point contribution of food &amp; beverages inflation to overall inflation increased from 3.4% in May 2016 to 3.5% in June 2016. This was largely due to a…

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014. Inflation continued to be driven mainly by a significant rise in food prices, especially vegetables.Food prices increased 7.8% y-o-y in June 2016 compared to a 7.5% y-o-y rise in May 2016. The percentage point contribution of food &amp; beverages inflation to overall inflation increased from 3.4% in May 2016 to 3.5% in June 2016. This was largely due to a…

INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely

The Index of Industrial Production (IIP) rose by an anemic 1.2% y-o-y in May 2016 after having declined by 1.3% y-o-y in April 2016. However, on a 3 month moving average basis (3mma), production remains stagnant with a growth rate of only 0.1% y-o-y in May 2016 compared to a 0.3% y-o-y rise in April 2016. IIP growth remained weak across sectors.Manufacturing output grew marginally by 0.7% y-o-y in May 2016 compared to a decline of 3.7% y-o-y in April 2016. On a 3mma basis, manufacturing output…

The Index of Industrial Production (IIP) rose by an anemic 1.2% y-o-y in May 2016 after having declined by 1.3% y-o-y in April 2016. However, on a 3 month moving average basis (3mma), production remains stagnant with a growth rate of only 0.1% y-o-y in May 2016 compared to a 0.3% y-o-y rise in April 2016. IIP growth remained weak across sectors.Manufacturing output grew marginally by 0.7% y-o-y in May 2016 compared to a decline of 3.7% y-o-y in April 2016. On a 3mma basis, manufacturing output…

INDIA: IIP Anemic Growth of 1.2% Inconsistent with GDP Growth of over 7%

Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016 respectively. This marks the 17th straight month of decline for both the sectors.The sharp drop in imports in April resulted in a further narrowing of trade deficit to USD 4.8 billion from USD 5 billion in March 2016. On a 3 month moving average (3mma) basis ending April 2016, exports declined 6% while imports fell by a sharper 17.3% compared to a decline of…

Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016 respectively. This marks the 17th straight month of decline for both the sectors.The sharp drop in imports in April resulted in a further narrowing of trade deficit to USD 4.8 billion from USD 5 billion in March 2016. On a 3 month moving average (3mma) basis ending April 2016, exports declined 6% while imports fell by a sharper 17.3% compared to a decline of…

India: Trade Data Indicate Further Weakenss in Economy

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>Companies in India have disclosed their shareholding pattern as of end-December in January. There are companies with significant float changes from end-September and/or end-June.</li>
<li>The changes in free float could be reflected in domestic and global indices over the next few weeks and months resulting in flow from passive trackers.</li>
<li>Depending on the date that the shareholding was published, there could be 19 stocks with passive inflows from global trackers while 8 could have passive outflows in February.</li>
</ul>


Companies in India have disclosed their shareholding pattern as of end-December in January. There are companies with significant float changes from end-September and/or end-June.
The changes in free float could be reflected in domestic and global indices over the next few weeks and months resulting in flow from passive trackers.
Depending on the date that the shareholding was published, there could be 19 stocks with passive inflows from global trackers while 8 could have passive outflows in February.


India: Potential Free Float Changes & Passive Flows in February 2026

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/lenskart-solutions" target="_blank" data-smartkarma-citation="entities:45634:1" rel="noopener">Lenskart Solutions</a> raised around US$825m in its India IPO, with a very strong anchor book.</li>
<li>Lenskart Solutions Limited (LSL) is a technology-driven eyewear company with integrated operations spanning designing, manufacturing, branding and retailing of eyewear products.</li>
<li>We have looked at the past performance in our previous note. In this note, we talk about the trading dynamics.</li>
</ul>



Lenskart Solutions raised around US$825m in its India IPO, with a very strong anchor book.
Lenskart Solutions Limited (LSL) is a technology-driven eyewear company with integrated operations spanning designing, manufacturing, branding and retailing of eyewear products.
We have looked at the past performance in our previous note. In this note, we talk about the trading dynamics.


Lenskart Solutions IPO Trading - Very Strong Anchor Facing Weak Markets

India

Page Industries Limited develops, produces, and distributes branded underwear for men, women, and children in India and Sri Lanka.

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Page Industries (PAG IN)

INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014....

Rajan Govil

INDIA: IIP Anemic Growth of 1.2% Inconsistent with GDP Growth of over 7%

The Index of Industrial Production (IIP) rose by an anemic 1.2% y-o-y in May 2016 after having declined by 1.3% y-o-y in April 2016. However, on a...

Rajan Govil

India: Trade Data Indicate Further Weakenss in Economy

Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016...

Rajan Govil

India: Potential Free Float Changes & Passive Flows in February 2026

Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices in February. Passive trackers will need to...

Brian Freitas

Lenskart Solutions IPO Trading - Very Strong Anchor Facing Weak Markets

Lenskart Solutions raised around US$825m in its India IPO, with a very strong anchor book. In this note, we talk about the trading dynamics.

Sumeet Singh

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52-week Range

Market Cap (USDm)

P/E

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