The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
405 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. Â I discuss Long Term trends...
519 Views
Aequitas: Indo-MIM Pre-IPO - The Negatives - Capex-Driven Returns to Monitor
Indo-MIM Ltd (IML) is looking to raise about US$750m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
278 Views
Groww IPO Trading - Decent Overall Demand
Groww raised around US$747m in its India IPO. In this note, we will talk about the subscription demand and the trading dynamics.
457 Views
Groww IPO - Peer Comp and Thoughts on Valuation
Groww is looking to raise around US$747m in its India IPO. In this note, we talk about the peer comp and implied valuations in the price range.
1.3k Views