EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Adani Power Delisting - Going Off The Grid
On 29 May, post India market close, Adani Power Ltd (ADANI IN) informed the Exchanges that Adani Properties Private Limited (a member of the...
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Adani Power - The Next Delisting/Exit Offer?
On Friday 29 May, late-ish in the afternoon, the Board of India's largest private sector IPP, Adani Power Ltd (ADANI IN), released a statement that...
555 Views
Bondcritic Market Monitor (18-Nov-19): Credit Homework, Slowing China, & Volatility
We believe the trade war improvement is temporary and we see this as a selling opportunity for cyclical credits in general. The trade war will make...
304 Views
India: Has 'UDAY' Failed to Revive Power Sector and Why State Govt DISCOMs Aren't Easy to Reform?
At the time of its launch more than three years ago, UDAY (Ujwal DISCOM Assurance Yojana) was envisaged as the solution for distress in Indian...
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