2021 High Conviction | Cholamandalam Investment: A High Quality Play on CV Cycle Recovery in India
Chola is a high quality franchise with a leading presence in the CV segment. As the CV cycle recovers in India, Chola has potential to deliver 50%+...
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Mahindra and Mahindra: Refurbished but Still Fragile
Given dismal recent-past track record, it is a herculean task for the management to turn around and so these decisions must be watched closely...
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Nexteer (1316): What to Do Now?
The company's technological advantage has enabled it to have a pipeline of exciting and futuristic innovation that is ready to blow the auto...
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Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
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India Autos | Auto Tracker for August - YoY Volume Recovery
This insight is a sequel to our monthly auto tracker insights. It covers the performance of the auto sector in India for the month of August,...
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