Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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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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Brookfields India Real Estate Trust IPO - Not Very Convincing but the Yield Looks Tempting
Brookfield India Real Estate Trust aims to raise around US$500m in its India IPO. Its initial portfolio consists of four office parks located in...
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Indian IT Services: What Justified PE Ratios Tell Us About Sustainable Growth Expectations
In this insight, I look at the long-term growth expectations implied by current valuation levels, based on a Justified PE calculation. I also...
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