EP15 T2 — Adani Group 2023: Float Manipulation & Related Party Architecture — GP/LP Analysis
Impossible d'ajouter des articles
Échec de l’élimination de la liste d'envies.
Impossible de suivre le podcast
Impossible de ne plus suivre le podcast
EP15 T2 — Adani Group 2023: Float Manipulation & Related Party Architecture — GP/LP Analysis
-
Lu par :
-
De :
À propos de ce contenu audio
In 2024, the securities regulator of the world's largest democracy concluded a two-year investigation into alleged stock manipulation — and the primary target's stock was trading higher than before the investigation began. That outcome is not evidence of innocence. It's evidence of how difficult it is to prove manipulation in a complex multi-entity structure when the offshore holding chains run through jurisdictions that don't cooperate with regulatory requests. This episode dissects the structural mechanism behind the Hindenburg Research report on Adani Group — promoter-related entities holding through Mauritius-based funds, related party transactions extracting value from listed entities, and a float dynamic the public market couldn't independently audit. What a GP or LP needs to model before taking any large-cap conglomerate position in an emerging market where beneficial ownership disclosure is structurally incomplete.
6:06 p. m.Claude respondió: EP15 — Adani Group 2023: Float Manipulation & Related Party Architecture — GP/LP Analysis