Scout24 Offer Final: Time To Unwind
On March 28, 2019, Pulver BidCo GmbH (“Pulver BidCo” or the “Bidder”), a holding company jointly controlled by funds advised by Hellman &...
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U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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Naspers (NPN SJ) Restructuring: You Never Lose with Koos
In 2001, Naspers Ltd (NPN SJ) made one of the most amazing deals the investment world has ever seen. It paid USD 32 million for a 46.5% stake in an...
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Visit Note | The Case For "Kirana" Stores & Their Fight with Modern Retail
The focus of this Insight is the Food Retail business in India, that is witnessing intense competition. The food retail or the grocery retail...
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India Payments | What Really Matters and Suggested Channel Checks
Can Alibaba Group Holding (BABA US) 's Alipay and Tencent Holdings (700 HK) WeChat pay replicate their success in India? With the world's second...
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