Primer: Reliance Infrastructure (RELI IN) - Aug 2026
Reliance Infrastructure is undergoing a significant strategic transformation, focusing on deleveraging its balance sheet while pivoting towards...
90 Views
EQD | US Election -Â Hedge Considerations
​The US election brings uncertainty, but market impact should be limited due to enduring Trump and Biden/Harris policies. Asian equities face high...
2.1k Views
# 46 India Insight: Ethanol Price Increase, Torrent Pharma and JB Chemicals, Cochin Shipyard Dredger
​Government may raise ethanol prices to achieve 20% blending target; Torrent Pharma eyes $3 billion for JB Chemicals stake; Cochin Shipyard to...
477 Views
Dr Agarwal’s Health Care IPO Lockup - US$725m Lockup Release; PE Investors May Look to Cash Out
TPG and Temasek are selling part of their stakes , around 11% of Dr Agarwal Health Care's existing share capital, to raise around US$183m, at a...
527 Views
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
509 Views