RIL Fully Priced, No Near -Term Catalysts to Sustain Rally
The recent rally in RIL’s shares was partly due to definitive valuation of its Oils to Chemical (O2C) business, when it entered into an agreement...
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The Biscuit Economy - Key Takeaways from Britannia & Parle Distributor Interactions
In this insight, we present our key takeaways from interactions with distributors and wholesale retailers of Britannia Industries (BRIT IN) , Parle...
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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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Weekly Oil Views: Brent Eyes $72 but Upside Looks Limited
Brent closed at a fresh five-month peak of $71.97/barrel on Thursday, ahead of the Good Friday holiday. It had flirted with $72 during intraday...
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EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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