India: Market Correction Due to LTCG or Change in Relative Attractiveness of Equities Bigger Driver?
It was surprising that Indian equity markets were more harsh on Union BUDGET the next day as markets cracked on Friday, 2nd Feb. The LTCG and...
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India: It Is Official Now, Domestic Institutions Are Struggling to Deploy Funds - The Implications
ICICI Prudential will close two schemes for lack of enough investible stocksICICI Prudential Asset Management (ICICI Pru AMC) is one of the largest...
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India: Information Technology Stocks Reaching Even Higher Levels, How Long Will This Last?
There is renewed interest in Indian IT names as reflected in the stock performance recently. However, we think the sector is seeing some rotational...
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Aequitas: Pine Labs Lockup Expiry - US$2bn Lockup Release for 85% of the Company
Pine Labs (PINELABS IN) raised around US$450m in its India IPO in its India IPO in November 2025. The lockup on its pre-IPO investors is set to...
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Has The Tata Juggernaut Resumed Rolling? – Part 2
The first part of my insight, “Has the Tata Juggernaut Resumed Rolling?” covered the developments since N. Chandrasekaran became the chairman of...
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