Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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Tata Sons = Infosys, Ratan Tata = Narayana Murthy and Cyrus Mistry = Vishal Sikka
Infosys CEO Vishal Sikka has resigned after facing continuous verbal assault from one of the co-founders, N R Narayana Murthy. In October 2016,...
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A Dose of Transparency, Better Late than Never
In a welcome development for transparency, the Securities and Exchange Board of India (SEBI), the capital markets regulator issued a notification...
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India's 7th Rate Cut, HDFC's Defiant Loan Growth
India has cut interest rates again. The successive multiple rate cuts suggest to us that all is not well in the India economy. There will be...
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Spoke in the Merry-Go-Round?
On July 27, 2017, the Reserve Bank of India (RBI), the banking regulator, probably responding to the significant underreporting of non-performing...
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