Ozempic approved for use in India 👀

The IPO, which will be an offer-for-sale (OFS) of 23.75 crore shares, will close on 14 October. Promoters Canara Bank and HSBC Insurance (Asia-Pacific) Holdings will offload a part of their holding. NEETHI LISA ROJAN writes: themorningcontext.com/business/canar…

What investors need to know about LG Electronics India. The company aims to raise $1.3 billion while navigating tariffs, competitive pressures, and significant liabilities. The market will decide how this IPO fares. NEETHI LISA ROJAN writes: themorningcontext.com/business/lg-el…

Why are South Korean firms like Hyundai and LG rushing to list in India? Subscribe and read The Morning Context themorningcontext.com/business/lg-el…

On the LG India IPO: Why now, why India and where this business really stands. The listing will fetch nearly $1.3 billion, or more than half of its annual operating profit. That would be a cushion against geopolitical shocks, like the one from the US. themorningcontext.com/business/lg-el…

The LG IPO has taken off well. 60+% sub till now. It's appeal is understandable - will be the most diversified white goods player to be listed. But there are some red flags too. Read this important piece. NEETHI LISA ROJAN The Morning Context themorningcontext.com/business/lg-el…

So the male Indian journos at the #AfghanistanMinister Muttaqi’s press conference showed no courage to protest the exclusion of women journalists from the meet. Maybe it’s too much to ask. But is it too much to expect that they would have at least asked a question or two about

PE wants to make the next Max Hospital in Kerala. Can they? Subscribe and read The Morning Context #PrivateEquity #HealthcareInvestment #IndianHealthcare #KeralaHealthcare #HospitalIndustry #PEDeals themorningcontext.com/business/can-p…

For its size, Kerala has attracted disproportionate share of PE investment in its healthcare industry last 2 yrs. But can PE-backed hospitals compete with the well established public healthcare systems in the state? NEETHI LISA ROJAN The Morning Context themorningcontext.com/business/can-p…

Private equity is eyeing Kerala's hospitals. Global investors like KKR, Blackstone and Temasek are betting on the state's healthcare boom. Can private capital coexist with Kerala's public health ethos? NEETHI LISA ROJAN writes: themorningcontext.com/business/can-p…

Excellent story on how private equity is taking over healthcare in Kerala. Eight hospitals have either received funding or been acquired in the last year alone. More on the way. The Morning Context.

Private equity is coming for your healthcare affluent Indians. Best start working hard and saving money. h/t NEETHI LISA ROJAN.

RIL's consolidated revenue rose 10% year-on-year to Rs 2.84 lakh crore (about $432 billion), supported by growth in the consumer-facing businesses. NEETHI LISA ROJAN reports: themorningcontext.com/business/rils-…

Fascinating drop in traffic of the traditional media. I wonder how much this has to do with their clearly biased Gaza coverage destroying trust in traditional media, and the new space this has created for other sources of news

Meesho uses AWS to power its e-commerce platform that helps personalize shopping and handles large-scale traffic efficiently. NEETHI LISA ROJAN reports: themorningcontext.com/business/ipo-b…

Indian FMCG majors HUL and Colgate-Palmolive India reported weak performances in the quarter ended Sept 2025, as the recent revisions in the goods and services tax rate rippled through the consumer goods market. NEETHI LISA ROJAN reports: themorningcontext.com/business/hul-c…

Dread to think what happens with GDP data.

Whether you love it or hate it, Meesho’s upcoming listing on the Indian bourses is hard to ignore. Subscribe and read The Morning Context themorningcontext.com/business/can-m…

Meesho is one of India's largest ecom biz. Its focus on smaller cities is unique. Yet, it will be hard-pressed to justify its estimated $7B valuation—up 2x in 10 months - at a time of flagging growth and profitability. NEETHI LISA ROJAN The Morning Context themorningcontext.com/business/can-m…

Meesho’s IPO valuation of $7-8 billion—up nearly 2x from just 10 months ago—seems like a stretch. In the DRHP, Meesho has picked listed retailers and food aggregators—with stratospheric PE ratios—as peers, which is weird. NEETHI LISA ROJAN reports in The Morning Context.