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...
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TCNS Clothing IPO - It's Not Cheap.. But Then Its All Relative
TCNS Clothing Co Ltd (0365999Z IN) plans to raise US$164m in its IPO via a sale of secondary shares. We covered most aspects of the deal in our...
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TCNS Clothing Pre-IPO -Â Fast Growth, Growing Segment and a Good Track Record
TCNS Clothing Co Pvt Ltd (0365999Z IN) (TCNS) plans to raise around US$150m in its IPO via a selldown by the founders.  Fast growth with 80%+ PATMI...
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What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
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India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
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