Bikaji Foods International IPO - At an Equally Spicy Valuation
Bikaji Foods, an ethnic snacks company, is looking to raise approximately US$107m in its India IPO. In this note, we talk about valuations.
219 Views
Delhivery Pre-IPO - The Negatives - Not Showing Clear Signs of Delivering Profits
Delhivery is looking to raise US$1bn in its upcoming India IPO. In this note, we talk about the not so positive aspects of the deal.
225 Views
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
355 Views
Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
374 Views
Sony in Talks with Network18 Media & Investments to Acquire a Stake in the Latter
It was reported by several media that Sony is in talks with India’s Reliance Networks (RIL) to acquire a stake in the Reliance controlled Network18...
297 Views