Hyundai Motor Co - Entering an Ownership Abyss
Holdings in Hyundai Motor Co (005380 KS) by global emerging market funds have hit an all-time low. Once a mainstay investment for over 50% of the...
428 Views
India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from bad to worse over previous few weeks as there have been multiple reports highlighting poor...
383 Views
India: All of a Sudden, What Happened to Large Cap Indian IT Stocks? And What Next for Them?
The large cap Indian IT companies (Tata Consultancy Svcs (TCS IN) , Infosys Ltd (INFO IN) , Wipro Ltd (WPRO IN) , Hcl Technologies (HCLT IN) and...
504 Views
India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
519 Views
India On the Ground: Were Festive Season Auto Sales Less Bad than Feared for Dealers?
There have been concerns about slower growth of Auto sales in ongoing festive season because of issues such as higher insurance costs and its...
438 Views