Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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HCG: Getting Disciplined
Over last 1Y, HCG has restructured itself significantly to streamline its capital allocation and consolidate its existing operations. With capex...
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Apollo Hospital: Momentum Sustained; Valuations Expensive
During Q1FY22, standalone revenue continued onto its growth trajectory rising 24.1% QoQ owing to higher sales achieved via its digital platform and...
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Forensic Analysis- Narayana Hrudayalaya Ltd
NHL may be a big player in hospital chains, but the review of annual report provides us with several concerns such as poor execution record and...
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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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