EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Fino Payments Bank (FINOPB IN), Voltamp Transformers (VAMP IN), BYD (1211 HK)

India Independent Insight

With Bharat Connect Flash, Iii’s objective is to bring their readers on-ground insights based on interactions across key channels located in tier 2 & 3 locations, which they refer to as 'Bharat'. They anticipate Bharat to be India's next growth engine and, hence, the focus of their checks. Iii recently visited FINOPB’s Customer Service Centre to understand the bank’s offering and competitive moat. They visited a BYD showroom in Ahmedabad, with the objective of understanding the preference for EVs in India and judging how Chinese brands are now being perceived by the customers. Finally, channel interactions with a transformer industry executive suggests a strong tailwind for VAMP.

Edition: 175

- 08 December, 2023