Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
402 Views
2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
768 Views
Aequitas: Aequs Ltd IPO Lockup Expiry - US$933m Lockup Release
Aequs Ltd raised about US$104m in its India IPO in Dec 2025. The lockup on its promoters and pre-IPO investors is set to expire soon.
167 Views
Aequitas: Lenskart Lockup Expiry - US$6.7bn Lockup Release with Everyone Well in the Money
This time around softbank is looking to raise around US$300m via selling some of its stake in Lenskart. The deal is being run by GS.
397 Views
NIFTY Index Earning Revision (May): Bharti Airtel, Oil & Natural Gas, Grasim Industries
We analyzed NIFTY's consensus for May 2026 and highlighted changes of EPS in Bharti Airtel, Oil & Natural Gas, Grasim Industries, State Bank of...
139 Views