RBL Bank - Fringe Financial, Worries Abound
There are few banks that compare with RBL Bank Ltd (RBK IN)'s profit decline in the latest quarter, its increase in bad loans, or its over-sized...
461 Views
Smartkarma Originals
IPO Analytics: Cut Your Losses and Let Your Profits Run, Holds True for IPOs
Since inception of our IPO research in 2015, the Aequitas Research team has covered over 361 IPOs, which raised over US$100m each, across Asia...
1.8k Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
593 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
525 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
486 Views