
In today’s briefing:
- NIFTY50 Index Outlook Amid Ongoing Rebalance Review
- UCO Bank (UCO IN) Vs. IOB (IOB IN): Catch-Up Potential
- Lucror Analytics – Morning Views Asia
- Sidekick: Building the LiveFi Infrastructure for Real-Time Trading
- Veritas Finance Pre-IPO: Fast Growing Lender to the Un/Under-Banked

NIFTY50 Index Outlook Amid Ongoing Rebalance Review
- As outlined by Brian Freitas , the NIFTY Index ‘s September rebalance ends July 31st, the announcement of the changes will take place end August and implemented on September 29th.
- The index has been pulling back for 3 weeks, it’s oversold according to our model, 75% probability of reversing up this week.
- Lower support limit would be 24319, while a rally could take the index to 25642 across a couple of weeks. The rally won’t last more than 2 weeks probably.
UCO Bank (UCO IN) Vs. IOB (IOB IN): Catch-Up Potential
- Context: The Indian Overseas Bank (IOB IN) vs. UCO Bank (UCO IN) Price-Ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.
- Highlights: Statistical mean reversion suggests short-term outperformance of UCO Bank (UCO IN), also supported by more attractive valuations.
- Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: Road King Infrastructure, Continuum Green, Softbank Group
- UST yields declined for a second straight day yesterday. There were no major macro catalysts, albeit the move was in line with gains across most European government bonds.
- The UST curve bull flattened, with the yield on the 2Y UST falling 1 bp to 3.86%, while that on the 10Y UST was down 4 bps at 4.38%. Equities climbed to fresh record highs, with the S&P 500 advancing 0.1% to 6,306 and the Nasdaq up 0.4% at 20,974.
Sidekick: Building the LiveFi Infrastructure for Real-Time Trading
- Sidekick is a Web3-native livestreaming platform that blends TikTok-style content flow, Huya-style monetization, and on-chain execution into a single experience. Within livestreams, users can tip, and participate in airdrops directly, effectively transforming content creators into real-time asset distributors.
- As crypto attention markets grow increasingly saturated, promotional methods like shill tweets and leaderboard campaigns are showing diminishing impact. Livestreaming presents a more trusted, higher-conversion format that aligns with how both meme tokens and VC backed projects now build visibility and credibility.
- The platform has gained strong early traction in Asia, onboarding over 1000 livestream focused KOLs. Sidekick now aims to broaden its content verticals and encourage deeper community engagement.
Veritas Finance Pre-IPO: Fast Growing Lender to the Un/Under-Banked
- Veritas Finance Ltd (1392490D IN) is looking to raise up to US$323m in its upcoming Indian IPO.
- It was established in 2015, and is a non-deposit taking non-banking financial company (NBFC) registered with the Reserve Bank of India (RBI), classified as an ‘NBFC-Middle Layer’.
- In this note, we look at the firm’s past performance.