Power: Better Realisation and Low YoY Base to Boost PAT
Our power universe is expected to report a strong 30.8% YoY earnings growth, owing to better power demand in the latter part of Q4FY22 and overall...
320 Views
Aequitas: Jio Platforms Pre-IPO - The Negatives - Lower ARPU, Related Party
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the...
144 Views
Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
423 Views
Vedanta Power: A Defensive Play from Vedanta Franchise
​Vedanta Power (TSPL IN) offers investors a pure-play thermal power opportunity post-demerger, with focus on execution and coal-cost reduction for...
108 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
831 Views