Global Equity Managers Trim EM Underweight, but Remain Bearish
A growing number of Global Equity long-only funds are rotating back in, or moving to an overweight stance in Emerging Markets.
361 Views
R R Kabel IPO Trading - Average Subscription Rates but Strong Insti Demand
R R Kabel (2333180Z IN) raised around US$238m in its India IPO, after the deal was priced at INR1,035/share. It will begin trading tomorrow on 20th...
324 Views
Sai Silks Kalamandir IPO - Not Particularly Exciting but Is Relatively Cheap
Sai Silk Kalamandir (SSKL IN) is looking to raise about US$145m in its India IPO. In this note, we look at the company's past performance and talk...
310 Views
R R Kabel IPO - Peer Comp & Thoughts on Valuation - Fifth in Market Share but First in Sales Growth
R R Kabel (2333180Z IN) is looking to raise up to US$238m in its India IPO. In this note, we undertake a quick peer comparison and share our...
368 Views
Indusind Bank: When Half the Staff Left, Why Didn’t Independent Directors Think It Worth Mentioning?
The complete neglect by the Indusind Bank board to discuss attrition reflects poorly on its conduct. Providing increment to a key official when...
455 Views