Godrej Properties- Forensic Analysis
The company however faces trouble in generating cash historically. Its low ROCE, fragile earnings quality remains a concern. Other concerns include...
713 Views
Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
167 Views
Pullback Continues $ACWI; Stick With Defensives; More Countries With Improving Price and RS Trends
Pullback Continues $ACWI; Stick With Defensives. We continue to believe a 1- to 4-month pullback/consolidation is ongoing, and would look for an...
320 Views
Nexus Select Trust IPO Lockup Expiry - US$1.5bn Stake Comes Free. Will Likely Be a Coordinated Exit
Nexus Select Trust (NST IN) raised around US$391m in its India IPO in May 2023. The company's pre-IPO shareholders will be released from their...
150 Views
India: Free Float Changes & Passive Flows in February
Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices. Passive trackers will need to trade over 3...
438 Views