Aequitas: WeWork India IPO Lockup Expiry-Shares Have Traded Down but WeWork Global Well in The Money
WeWork India raised around US$338m in its IPO in Oct 2025. The lockup on its promoter and pre-IPO investors is set to expire soon.
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Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
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Cricket's New Asset Class: IPL Team's Billion-Dollar Valuation
IPL franchise valuations soar as RCB and Rajasthan Royals sold for record prices, setting new benchmarks in sports asset pricing.
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RPSG Ventures (RPSGV): Q3FY26 Update | IPL Franchises - RR and RCB - Sold
Our core thesis on RPSGV has been value unlocking in the Sports business and scaling up of the FMCG business. With sale of two IPL franchises...
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Aequitas: Raajmarg Infra InvIT IPO Trading - Decent Demand; Leads Past REIT Listings
Raajmarg Infra Investment Trust (RIIT) raised around US$650m in its India IPO. In this note, we will talk about the demand and the trading dynamics.
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