Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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Paytm (One 97) Pre-IPO - The Negatives - Asking Valuations a Long Shot
Paytm (PAYTM IN) plans to raise around US$2.2bn via its India IPO. The company is backed by Ant (6688 HK) (Baba (BABA US)), Softbank (9984 JP) and...
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Paytm (One 97) Pre-IPO - The Positives - Will Be One of India’s Largest IPOs
Paytm plans to raise around US$2.2bn in its India IPO. The company is backed by Ant Fin, Softbank (9984 JP) and counts Berkshire Hathaway among its...
192 Views
Devyani Pre-IPO - Peer Comparison - Slots in Neatly
Devyani International Limited (DIL), Yum Brand’s largest franchisor in India, aims to raise around US$200m via its Indian IPO. The IPO will be a...
223 Views
Infosys Ltd: Robust Revenue Guidance Keeps Us Positive
Infosys Ltd (Infy) is one of the leading IT player catering to BFSI, retail, communication, manufacturing & hi tech verticals. The company...
297 Views