Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
301 Views
Life Insurance Corporation of India Pre-IPO - Peer Comparison, Quick Thoughts on Rumored Valuations
Government of India is now said to be looking to raise around US$6-7bn via selling a stake in LIC in its upcoming India IPO. In this deal, we talk...
366 Views
S&P BSE Indices (SENSEX Family): Quiddity Primer
A brief look at the selection methodology for the Indices in the S&P BSE family and a discussion on the historical performance of Rebalance Events.
358 Views
Navi Technologies Pre-IPO - The Negatives - Still Very Much a Work-In-Progress
Navi Technologies (NT) aims to raise around US$500m in its India listing. NT was started by Sachin Bansal, co-founder of Flipkart which was sold to...
377 Views
Navi Technologies Pre-IPO - The Positives - Sold the First for US$20bn, Now Building One Without VCs
Navi Technologies (NT) aims to raise around US$500m in its India listing. NT was started by Sachin Bansal, co-founder of Flipkart which was sold to...
332 Views