Indian IT Services: Is a Multi-Year Hyper-Growth Scenario Priced In?
With the Indian IT Services sector set to record exceptional growth acceleration, in this insight, I analyse whether a multi-year hyper-growth...
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Smartkarma Webinar | Indian IT Services: Picks and Pans
On 12 May, 5pm SGT, join us as we welcome back Wium Malan, who will share an updated view on key IT services companies in India like Tata...
764 Views
Aequitas: Bharat Coking Coal Ltd IPO Lockup - US$1.3bn Lockup Release; Near-Term Selldown Unlikely
Bharat Coking Coal Ltd (BCCL) raised about US$119m in its India IPO in Jan 2026. The lockup on its promoter, Coal India is set to expire soon.
125 Views
Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
516 Views
Indian IT Services: What Justified PE Ratios Tell Us About Sustainable Growth Expectations
In this insight, I look at the long-term growth expectations implied by current valuation levels, based on a Justified PE calculation. I also...
567 Views