Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
344 Views
India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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