NIFTY NEXT50 Index Rebalance: More Beneath The Surface
There are 5 changes to the NIFTY Next 50 Index that will be implemented at the close on 29 September. The impact is quite large compared to the...
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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...
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Alkem Labs (BUY): Poor US sales and inventory provision affect Q4
Alkem Labs reported a below-expected Q4FY21 with +7%/4% YoY sales/EBITDA growth.
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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...
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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...
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