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Banking · MacroEquity Research Blog: Investing and Research Notes
Educational articles on how we look at companies, IPOs and portfolios. These posts are for learning only. They are not recommendations to buy or sell any security.
What India’s FCNR(B) Dollar Drive Means for Listed Banks
The RBI’s swap window has closed. The funding gain is real, but so are the risks left on bank balance sheets.
Education · IPOsHow to read a DRHP: five things to check first
A draft offer document can run to hundreds of pages. Here is a simple order in which to read it, and what to look for at each step.
More articles will be added regularly. For stock-specific research, see the Research page.