Aequitas: SBI Funds Management IPO - Will Trade Inline with Its Large Peers
SBI Funds Management is looking to raise about US$1.2bn in its upcoming India IPO. In this note we talk about the recent updates and pricing.
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Weakness Contained To EM & China Thus Far; Actionable Themes: Tech, Utilities, Financials, Materials
Cracks are beginning to show, particularly in EM/China. Key support violations include the MSCI EM index below $52, the Shanghai Comp below 3500,...
331 Views
NIFTY200 Momentum30 / Nifty100 LowVol30 Index Rebalance: Over US$2bn to Trade in June
The deletes have outperformed the adds by 4.7% since the announcement of the changes. The passives trade at the close today and those flows could...
201 Views
Asian Insurers - Mea EIOPA
* European Insurers Leading Global Insurance Capital Preservation: The ebbing economic tide has significantly exposed the European financial system...
483 Views
NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
171 Views