Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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Buy Dip for March Rally
This issue concentrates on what to buy into touted late February weakness for a March rally and our more strategic energy and metals bottoming...
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The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
298 Views
Cairn / Vedanta Ltd - Offer is disappointing, minorities are left with the shorter end of the stick
On the 9th of June 2015, there was Media Speculation on the potential merger of Vedanta Limited ("VEDL") and Cairn India Limited ("CAIR"). VEDL,...
402 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
296 Views