Net Protections IPO Trading - Peers Have Moved Lower. Provides the Only Exposure to BNPL in Japan
Net Protections Holdings (NPH), a buy now pay later service provider, raised around US$570m in its Japan IPO. In this note, we will talk about the...
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Bajaj Finance: Focus on Growth Is Back – Digitization Is Pivotal
BAF is on an ambitious digital-first pivot to catalyze growth and embrace technology as a multiplier to scale its business to the next level.
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
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India Channel Insight | Reliance Digital, Tata Croma (Electronics Retailers)
We spoke to the store manager of Reliance Digital, Tata Croma, to understand the current operating environment and consumer sentiment especially...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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