India - The Future of CPSE and BHARAT22 ETFs & Potential Rebalance Candidates
The Government of India has been divesting its stake in Central Public Sector Enterprises (CPSE) and other public companies held by the Specified...
445 Views
HUVR Vs ITC | The Dancing Elephant and the Ostrich
We see no reasons why Hindustan Unilever (HUVR IN) investors should shift to ITC Ltd (ITC IN) . There are no near term catalysts in sight for ITC...
606 Views
ITC vs HUVR: transitioning from tobacco, ESG angles, shifting profitability
ITC Ltd is a leading consumer goods company in India with a market cap of around $42bn. The company predominantly operated in the tobacco industry....
451 Views
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...
394 Views
Bharat 22 ETF - Effective Discount Shrinks Substantially
Last evening, the ETF manager posted a notice on their website with details on which companies would be divested by the Government of India and the...
533 Views