Macrotech (Lodha) Developers Pre-IPO - New Name but up to Some of the Same Old Tricks
Macrotech Developers (Lodha) aims to raise around US$350m in its India IPO. It is the largest real estate developer in India, by residential sales...
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Kalyan Jewellers IPO Trading - Subdued Demand
Kalyan Jewellers raise around US$160m via a mix of selling new and existing shares in its Indian IPO. In this note, we'll talk about deal updates.
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Reserve Bank of India – Heads You Win, Tails I Lose
RESERVE BANK OF INDIA: The Supreme Court rejected pleas for a complete waiver of interest on loans under moratorium. Nevertheless, the Indian...
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IDFC First Bank- What Can Close the Valuation Gap of IDFC Bank Vis-A-Vis Its Peers?
IDFC first Bank has been making steady progress on its strategic goals but continues to trade at a marked discount vis-à-vis peers. What can close...
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Kotak Mahindra Bank – Failing To Answer The Hard Questions
KOTAK MAHINDRA BANK: On a recent call, KMB spoke of macro recovery. KMB’s is not exhibiting any sign of recovery as net new NPLs increased 122.8%.
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