Primer: TCS Group Holding (TCS LI) - Dec 2025
TCS Group operates a highly successful digital-first 'ecosystem' model through Tinkoff Bank, which has allowed it to become Russia's...
185 Views
Knowledge Realty Trust Pre-IPO - The Positives - Premium Market Positioning, Healthy Forecasts
Knowledge Realty Trust (KRT) is planning to raise about US$558m through its upcoming India IPO. The deal has been downsized from an earlier...
325 Views
EM Positioning After Russia’s Collapse
Russian overweight wiped out after initial phase of Russia drop. China underweight contracts on the back of natural portfolio adjustments.
379 Views
Russia: Echoes of the Past. Crimea Analysis and Positioning Update
Russia suffered a significant reallocation of capital during the Crimea Annexation of 2014. It took 2 years for sentiment to recover. This time...
384 Views
Nubank (NU US) – IPO Done, Now Comes the Hard Part
More than other digital banks, Nubank suffers from a disconnect between size of customer base & loan & deposit balances; also, we estimate that...
501 Views