Primer: Titan Co Ltd (TTAN IN) - Aug 2026
Titan is the largest branded jewelry retailer in India, with its Tanishq brand commanding a significant market share of approximately 8.5% in a...
98 Views
Kalyan Jewellers (KALYANKJ IN) | The Capital Sinkhole
The narrative has broken. The stock is down ~20–25% over 8–9 straight sessions, including a ~13–14% single-day air pocket to ₹389–₹400, printing a...
953 Views
Aequitas 2025 IPOs and Placements Performance Review - HK Breached COVID Peak, India Flow Strong
2025 marked our tenth year covering Equity Capital Markets (ECM) in Asia Pacific. In 2025, IPO volumes were driven by a strong rebound in HK, while...
487 Views
Curator's Cut: Singapore Unlocks Value, India’s Jewellery Caution & Taiwan's Top ETF's Rebalance
We review how value is being unlocked in Singapore, why Indian jewellery retail merits due diligence, and Taiwan's largest ETF's impact on flows
864 Views
Travel Food Services IPO - RHP Updates & Thoughts on Valuation
Travel Food Services (TFS) is looking to raise about US$233m in its India IPO. In this note, we will talk about the RHP updates and IPO valuations.
770 Views