Aequitas: NSE Pre-IPO - Dominance Has Only Grown
National Stock Exchange (NSEIN IN) is looking to raise upto US$2.5bn in its India IPO. In this note, we look at the company's past performance.
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Indian IT Services: Valuation and Earnings Levels Suggest We Are Nearing the Point-Of-Peak-Optimism
Given the strong share price performance and peak valuation multiple levels, based on arguably elevated earnings, I am turning bearish on the...
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TMI Indicators: India Indicators Rise On COVID-19 Trends, RBI Policy Shift and Corporate Optimism
TMI's text-mined India Lead Indicator recently surged to a new 2020 high on notably improving COVID-19 trends, dramatic policy shift at the RBI,...
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Norwegian Fund’s Stand on Page Industries: Market Can No Longer Ignore Labour Rights Violations
The Council of Ethics of the Government Pension Fund Global (GPFG), the Norwegian sovereign fund, recommended on February 19, 2020 that Page...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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