Global Emerging Markets: Reporting Season Summary, 1Q2023
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
339 Views
HDFC AMC Placement - It's a Cleanup but the Momentum Is Very Weak
Aberdeen Asset Management (ADN LN) plans to raise around US$500m via selling its remaining 10% stake in HDFC Asset Management Co Ltd (HDFCAMC IN).
423 Views
Kotak Placement - Has Sold Before, Stock Has Run-Up Recently but It Has Still Underperformed
CPPIB aims to raise around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). The previous selldown by CPPIB held up well.
433 Views
Life Insurance: ‘Cleansing’ underway; no longer “nudge and push”
Contrary to expectations of relief in the Union Budget, life insurers are expected to be adversely impacted by the first-order and second-order...
295 Views
ECM Weekly (4th June 2023) - JD Ind, Alibaba, Growatt, Olam Agri, Coal India, Adani, Patanjali
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
453 Views