Brief India: Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady and more
In this briefing: Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady Global Active Funds Struggle to Close the Gap in 2025 Lenskart IPO: Growth Lens Will Help Rectify the Premium Valuation Myopia, Get Buying Kart Ready Primer: Epigral (EPIGRAL IN) - Oct 2025 Primer: Allcargo Logistics (AGLL IN) - Oct 2025 1. Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady Prices fail to breach INR200/kg mark making farmers unhappy GST cut benefit to percolate to the rubber market soon Demand to extend World Bank replanting aid to all Kerala districts 2. Global Active Funds Struggle to Close the Gap in 2025 Active Global funds averaged +15.5% YTD, trailing the SPDR ACWI ETF’s +18.8%, with 73% underperforming the benchmark. Value strategies led performance; Aggressive Growth funds lagged sharply, averaging just +10.15%. Underweights in US Tech names like NVIDIA and Palantir, plus 2.4% cash holdings, drove relative losses. 3. Lenskart IPO: Growth Lens Will Help Rectify the Premium Valuation Myopia, Get Buying Kart Ready Lenskart Solutions has filed RHP for IPO with a total offer size of up to INR 72.8B, offering 181M shares at a price band of INR 382-INR 402 per share.