India Deep Dive:Â Record Allocations Mask Growing Underweight
Record Allocations Mask Caution:Â Record investments in India contrast with a rising underweight, as selected managers pare back exposure.
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TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have Implications for Others
Tata Sons, holding company of Tata Group, is looking to raise around US$1.1bn via selling a 0.65% stake in Tata Consultancy Svcs (TCS IN).
574 Views
ITC $2bn Placement - Very Well Flagged but Still Won’t Be an Easy One to Digest, Won’t Do an Indigo
BAT aims to raise around US$2bn via selling 3.5% of ITC. The deal is a very well flagged one but its also relatively a very large deal.
588 Views
BAT’s Possible US$2.5bn ITC Selldown - Will Be Well Flagged but Still Won’t Be an Easy One to Digest
The deal is now live for a target raising of US$2bn, which will drop BAT's stake to 25.5%. The news of the deal was leaked earlier today so its...
1k Views
GEMWeekly (8 Mar 2024): South Korea, China Macro; Tata Motors, SK Hynix, Indosat
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
419 Views