India: AMFI Stock Categorization Changes to Drive Active Portfolio Churn
The reclassification of stocks to large, mid and small cap will set off a churn in mutual fund portfolios where historically stocks migrating...
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Hindustan Aeronautics Placement - Running a Little Too High on Defence Spending and Make in India
The Government of India is looking to sell around 50m shares (including over-allocation) of Hindustan Aeronautics Ltd (HNAL IN) to raise around...
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Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
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India - Stake Sale Candidate Shortlist
The Government of India has already blown through the estimated full year fiscal deficit in the first seven months of the financial year due to...
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Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
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