Consumer Discretionary Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy; Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
339 Views
Buying Opportunities Within Emerging Markets and Japan; US Dollar Failing At 93.50
MSCI Emerging Markets (EEM-US) and Japan (TOPIX, TOPIX Small) have been some of the weaker areas to invest throughout 2021. We now see early signs...
348 Views
Aequitas: Bharat Coking Coal Ltd IPO Lockup - US$1.3bn Lockup Release; Near-Term Selldown Unlikely
Bharat Coking Coal Ltd (BCCL) raised about US$119m in its India IPO in Jan 2026. The lockup on its promoter, Coal India is set to expire soon.
124 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
Visit Note | The Case For "Kirana" Stores & Their Fight with Modern Retail
The focus of this Insight is the Food Retail business in India, that is witnessing intense competition. The food retail or the grocery retail...
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