Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
839 Views
India On The Ground: No Sign of Recovery in the NCR Real Estate Market, Things Could Get Even Worse
In this week, we spent three days to figure out if things are improving in the National Capital Region (NCR) of Delhi's Real Estate market. We...
384 Views
Lodha Developers Pre-IPO - Second Time Lucky but Not Really that Much Affordable
Lodha Developers (LODHA IN) plans to raise up to US$800m via a mix of primary and secondary issuance. The company had tried to list earlier in Sep...
485 Views
Lodha Developers IPO: Large Presence in Affordable Segment Saves Lodha the Blushes in a Sluggish Mkt
The bull run is never really mature until we get a few large real estate IPOs and we finally have Lodha kicking off the proceedings in real estate...
556 Views
India Real Estate Stocks: Putting the Cart Before the Horse
India’s BSE-Realty index rallied 133% over CY2017 on the theme of RERA induced consolidation and low interest rates Telling signs of poor demand...
155 Views