Aequitas: Jio Platforms IPO - Index Flows - Tiny Float Now, Large Impact Later
Jio Platforms is looking to raise up to US$3.2bn in its upcoming India IPO. In this note, we talk about the eventual index impact.
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India Semiconductor Mission 2.0: Strengthening India’s Position in the Global Chip Value Chain
India Semiconductor Mission 2.0 aims to reduce imports and create a sustainable semiconductor cluster with INR 1,27,500 crore in policy support...
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India’s Battery Reality Check: Just Assembler Not Maker!
Indian groups are shifting to assembling Chinese cells, limiting value capture and increasing dependence on China for batteries. R&D is crucial to...
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GEMWeekly (20 Sep 2024): China Macro Disappoints; Samsung, Xiaomi, Tata
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
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Snack Dynasty: Haldiram's Rise to a Multi-Billion Dollar Empire
Haldiram's rapid rise to $8 billion global snack giant was fueled by the split, strategic merger, and acquisition interest from Bain and Blackstone.
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