IT Sector: Demand resilience
The participants represented the full spectrum of listed Indian IT (tier-1 and mid-tier) and experts ranging from deal advisors, global services,...
354 Views
Aequitas: Juniper Green Energy IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Juniper Green Energy is looking to raise about US$187m in its downsized India IPO. In this note, we talk about the RHP updates and implied...
180 Views
IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
412 Views
Aequitas: Manipal Health IPO - RHP Updates and Thoughts on Valuations
Manipal Health Enterprises  (MHEL) is looking to raise up to US$960m in its upcoming India IPO. In this note, we talk about the recent updates and...
187 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
492 Views