PNB Housing Finance IPO - Fast Growth, Supportive Parent, PE Not Selling, Reasonable Valuations
PNB Housing Finance (PNBHF) plans to raise up to US$450m in its IPO through an issuance of primary shares. We had looked at the fundamental aspects...
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Rising Geopolitical Risks in Indian Sub-Continent: Towards a Worse-Off Sub-Optimal Nash Equilibrium
Geopolitical tensions in the sub-continent, already running high, have taken a turn for the worst as India carried out surgical strikes across the...
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PNB Housing Finance Pre-IPO Review - Transformed into a Growth Leader
PNB Housing Finance (PNBHF) plans to raise around US$350m in its IPO, which could be launched as soon as next month. This will be the second...
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Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
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Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
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