Life Insurance Corporation of India: The IPO Prospectus Is Weak on ESG Strategy
In a recent Insight, I praised LIC's voluntary pursuit of pre-IPO ESG ratings and noted a few concerns. I briefly mentioned its generically-worded...
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GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
387 Views
Indian IT Services: Medium-Term Outlook Unattractive as Growth Slows, on Premium Valuation Levels
In this insight, I take a longer-term view on the 4 largest companies in the Indian IT Services sector, analysing their recent financial...
328 Views
Aequitas: Indo-MIM IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Indo-MIM Ltd (IML) is looking to raise about US$395m in its India IPO, downsized from its earlier estimated size of US$750m. In this note, we talk...
176 Views
Aequitas: SBI Funds Management IPO Trading - Couldn’t Have Asked for a Better Market Reopening
SBI Funds Management raised about US$1.2bn in its upcoming India IPO. In this note, we talk about the overall demand and trading dynamics.
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