Global Equity Strategy: Mixed Market Environment Continues As Yields Break Down
The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections and 10-year yields in the US and Germany are...
175 Views
India: Stock Reclassification & Active Portfolio Management
There are a lot of segment changes expected in July when AMFI recategorizes stocks and mutual funds start to rebalance their portfolios. We...
303 Views
India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
507 Views
TPG and KKR in Race to Buy 20% Stake in Piramal’s Pharma Business Valued Over US$2bn
It was reported by several news media outlets that the US PE giants, TPG Capital or KKR may acquire a 20% stake in India’s Piramal Enterprises...
461 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
389 Views