Kalyan Jewellers IPO Trading - Subdued Demand
Kalyan Jewellers raise around US$160m via a mix of selling new and existing shares in its Indian IPO. In this note, we'll talk about deal updates.
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India Channel Insight | Wipro, Tata Motors, Hero Motocorp
Our objective with India Channel Weekly is to share snippets from our regular channel interactions which can potentially be signals for larger...
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Global Emerging Markets Weekly: 5 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Sensex June21 Index Rebalance Preview: Deletion Almost Certain; Addition a Wild Card for Now
ONGC is an almost certain deletion at the Sensex review in June. The inclusion at the current time is Wipro, but Tata Steel could be included if it...
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Indian IT Services: What Justified PE Ratios Tell Us About Sustainable Growth Expectations
In this insight, I look at the long-term growth expectations implied by current valuation levels, based on a Justified PE calculation. I also...
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