India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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M&M (MM IN) | Farm Equipment Sector (FES) Guidance Should Be Maintained
The Farm Equipment Sector (FES) business continues to be an important segment for Mahindra & Mahindra (MM IN) 's a standalone business. Our...
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India Auto | Turnaround for Tractors? Takeaways from Dealer Visits
In this Insight, we bring you takeaways from our visits to Tractor dealers in Northern India (Jodhpur in Rajasthan) and Western India...
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India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
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TRADE IDEA - PCCW (8 HK) Stub: The Li Legacy Lives On
Have you ever wondered how a company secures the Chinese lucky number "8" as their ticker in Hong Kong? I'll explain later on, but let's just say...
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