EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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Para IV Winners and Losers - July 2018
This month’s Para IV developments suggest that there is likely to be benefit to Par Pharma, Dr. Reddy'S Laboratories (DRRD IN) & Amneal...
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India: After Maruti Suzuki and Reliance Industries, Will Larsen & Toubro Outperform the Markets Now?
It has been a struggle to find money making ideas in Indian large cap spaceIndian markets have done well in CY17 with BSE SENSEX delivering...
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GEM Fund Positioning: Indian Healthcare - Condition Worsening
We analyse the stock allocations of 124 global emerging market equity long only funds from 2011 to today. All Funds are actively managed and the...
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